HF
UL icon

Halpern Financial’s Unilever UL Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-44
Closed -$2.92K – 284
2021
Q2 		$2.92K Hold
44
– – ﹤0.01% 211
2021
Q1 		$2.79K Buy
+44
New +$2.8K ﹤0.01% 214

Other funds holding UL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Halpern Financial's UL Position: Q3 2021 in Review

Halpern Financial sold out of Unilever (UL) in Q3 2021, closing a stake of 44 shares — an estimated $2.92K sold.

Halpern Financial first reported a position in UL in Q1 2021 and held it in 2 quarters. The position peaked at $2.92K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • Halpern Financial reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 44 Unilever shares in Q3 2021, an estimated $2.92K.
  • Halpern Financial first reported a position in Unilever in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Unilever position peaked at $2.92K in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.