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HC Financial Advisors’s Unilever UL Stock Holding History

HC Financial Advisors’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
Q2 		– Sell
-746
Closed -$47K – 365
2021
Q1 		$47K Hold
746
– – 0.03% 134
2020
Q4 		$51K Buy
+746
New +$50.6K 0.03% 136

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Bank of America
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GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

HC Financial Advisors's UL Position: Q2 2021 in Review

HC Financial Advisors sold out of Unilever (UL) in Q2 2021, closing a stake of 746 shares — an estimated $47K sold.

HC Financial Advisors first reported a position in UL in Q4 2020 and held it in 2 quarters. The position peaked at $51K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

  • HC Financial Advisors reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
  • HC Financial Advisors sold 746 Unilever shares in Q2 2021, an estimated $47K.
  • HC Financial Advisors first reported a position in Unilever in Q4 2020 and held it in 2 quarters.
  • HC Financial Advisors's Unilever position peaked at $51K in Q4 2020.
  • 1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.