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GYL Financial Synergies’s Unilever UL Stock Holding History

GYL Financial Synergies’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
Q3 		$4.42M Buy
60,505
+2,505
+4% +$173K 0.33% 75
2024
Q2 		$3.59M Buy
58,000
+2,159
+4% +$128K 0.28% 85
2024
Q1 		$3.15M Sell
55,841
-24
-0% -$1.33K 0.25% 93
2023
Q4 		$3.05M Sell
55,865
-1,934
-3% -$104K 0.25% 94
2023
Q3 		$3.21M Buy
57,799
+234
+0.4% +$13.5K 0.31% 81
2023
Q2 		$3.38M Sell
57,565
-736
-1% -$43.7K 0.31% 79
2023
Q1 		$3.41M Buy
+58,301
New +$3.31M 0.41% 58

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GYL Financial Synergies's UL Position: Q3 2024 in Review

GYL Financial Synergies increased its Unilever (UL) stake by 4.3% in Q3 2024, buying an estimated $173K and bringing the position to 60,505 shares worth $4.42M. The position accounts for 0.33% of the portfolio, ranked #75.

GYL Financial Synergies first reported a position in UL in Q1 2023 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • GYL Financial Synergies held 60,505 shares of Unilever worth $4.42M as of Q3 2024.
  • GYL Financial Synergies bought 2,505 Unilever shares in Q3 2024, an estimated $173K.
  • Unilever made up 0.33% of GYL Financial Synergies's portfolio in Q3 2024, its #75 holding.
  • GYL Financial Synergies first reported a position in Unilever in Q1 2023 and has held it in 7 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.