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Graves Light Lenhart Wealth’s Unilever UL Stock Holding History

Graves Light Lenhart Wealth’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,815
Closed -$94K – 572
2022
Q2 		$94K Sell
1,815
-70
-4% -$3.56K 0.01% 241
2022
Q1 		$97K Sell
1,885
-927
-33% -$51.6K 0.01% 272
2021
Q4 		$170K Buy
2,812
+454
+19% +$27K 0.02% 209
2021
Q3 		$144K Sell
2,358
-87
-4% -$5.54K 0.02% 218
2021
Q2 		$161K Buy
2,445
+64
+3% +$4.26K 0.03% 201
2021
Q1 		$150K Hold
2,381
– – 0.03% 207
2020
Q4 		$162K Buy
+2,381
New +$162K 0.03% 192

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Graves Light Lenhart Wealth's UL Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Unilever (UL) in Q3 2022, closing a stake of 1,815 shares — an estimated $94K sold.

Graves Light Lenhart Wealth first reported a position in UL in Q4 2020 and held it in 7 quarters. The position peaked at $170K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,815 Unilever shares in Q3 2022, an estimated $94K.
  • Graves Light Lenhart Wealth first reported a position in Unilever in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Unilever position peaked at $170K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.