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Heritage Financial Services’s Unilever UL Stock Holding History

Heritage Financial Services’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
-267
Closed -$13K – 445
2022
Q2 		$13K Buy
+267
New +$13.6K 0.01% 287

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Heritage Financial Services's UL Position: Q3 2022 in Review

Heritage Financial Services sold out of Unilever (UL) in Q3 2022, closing a stake of 267 shares — an estimated $13K sold.

Heritage Financial Services first reported a position in UL in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Heritage Financial Services reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 267 Unilever shares in Q3 2022, an estimated $13K.
  • Heritage Financial Services first reported a position in Unilever in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Unilever position peaked at $13K in Q2 2022.
  • 1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.