Greenup Street Wealth Management’s Unilever UL Stock Holding History

Greenup Street Wealth Management’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
2024 Q1	–	Sell	-33,141	Closed	-$1.81M	–	94
2023 Q4	$1.81M	Buy	+33,141	New	+$1.79M	0.5%	37
2023 Q1	–	Sell	-17,710	Closed	-$1M	–	93
2022 Q4	$1M	Sell	17,710 -758	-4%	-$40.6K	0.42%	49
2022 Q3	$911K	Sell	18,468 -4,422	-19%	-$231K	0.41%	45
2022 Q2	$1.18M	Buy	22,890 +6,864	+43%	+$350K	0.56%	40
2022 Q1	$822K	Sell	16,026 -1,602	-9%	-$89.2K	0.45%	50
2021 Q4	$1.07M	Buy	+17,628	New	+$1.05M	0.63%	42

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenup Street Wealth Management's UL Position: Q1 2024 in Review

Greenup Street Wealth Management sold out of Unilever (UL) in Q1 2024, closing a stake of 33,141 shares — an estimated $1.81M sold.

Greenup Street Wealth Management first reported a position in UL in Q4 2021 and held it in 6 quarters. The position peaked at $1.81M in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

Greenup Street Wealth Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 33,141 Unilever shares in Q1 2024, an estimated $1.81M.
Greenup Street Wealth Management first reported a position in Unilever in Q4 2021 and held it in 6 quarters.
Greenup Street Wealth Management's Unilever position peaked at $1.81M in Q4 2023.
1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Greenup Street Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.