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Hamel Associates’s Unilever UL Stock Holding History

Hamel Associates’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
-16,954
Closed -$874K – 82
2022
Q2 		$874K Buy
16,954
+3,765
+29% +$192K 0.34% 57
2022
Q1 		$676K Buy
13,189
+3,691
+39% +$205K 0.24% 61
2021
Q4 		$575K Buy
+9,498
New +$564K 0.21% 61
2019
Q4 		– Sell
-3,000
Closed -$203K – 84
2019
Q3 		$203K Hold
3,000
– – 0.09% 84
2019
Q2 		$206K Buy
+3,000
New +$204K 0.09% 84
2019
Q1 		– Sell
-4,022
Closed -$240K – 92
2018
Q4 		$240K Sell
4,022
-400
-9% -$24.1K 0.12% 84
2018
Q3 		$275K Sell
4,422
-711
-14% -$44.8K 0.12% 89
2018
Q2 		$320K Sell
5,133
-423
-8% -$26.3K 0.15% 80
2018
Q1 		$349K Sell
5,556
-2,155
-28% -$131K 0.02% 74
2017
Q4 		$482K Sell
7,711
-889
-10% -$56.3K 0.23% 63
2017
Q3 		$563K Sell
8,600
-400
-4% -$25.7K 0.27% 58
2017
Q2 		$550K Sell
9,000
-178
-2% -$10.6K 0.28% 58
2017
Q1 		$510K Sell
9,178
-2,244
-20% -$114K 0.26% 59
2016
Q4 		$524K Sell
11,422
-334
-3% -$15.6K 0.27% 59
2016
Q3 		$624K Sell
11,756
-200
-2% -$10.6K 0.33% 57
2016
Q2 		$643K Hold
11,956
– – 0.33% 60
2016
Q1 		$606K Hold
11,956
– – 0.32% 60
2015
Q4 		$581K Sell
11,956
-1,133
-9% -$55.3K 0.37% 56
2015
Q3 		$599K Sell
13,089
-3,755
-22% -$180K 0.43% 59
2015
Q2 		$812K Sell
16,844
-1,112
-6% -$55K 0.53% 55
2015
Q1 		$843K Hold
17,956
– – 0.56% 57
2014
Q4 		$815K Buy
17,956
+2,689
+18% +$123K 0.53% 58
2014
Q3 		$715K Hold
15,267
– – 0.48% 63
2014
Q2 		$775K Hold
15,267
– – 0.51% 62
2014
Q1 		$732K Hold
15,267
– – 0.51% 60
2013
Q4 		$705K Buy
+15,267
New +$683K 0.49% 63

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hamel Associates's UL Position: Q3 2022 in Review

Hamel Associates sold out of Unilever (UL) in Q3 2022, closing a stake of 16,954 shares — an estimated $874K sold.

Hamel Associates first reported a position in UL in Q4 2013 and held it in 26 quarters. The position peaked at $874K in Q2 2022. 1,018 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Hamel Associates reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • Hamel Associates sold 16,954 Unilever shares in Q3 2022, an estimated $874K.
  • Hamel Associates first reported a position in Unilever in Q4 2013 and held it in 26 quarters.
  • Hamel Associates's Unilever position peaked at $874K in Q2 2022.
  • 1,018 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Hamel Associates's 13F filing for Q3 2022, filed 9 Nov 2022.