HOWA
UL icon

Heritage Oak Wealth Advisors’s Unilever UL Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-6,061
Closed -$443K – 178
2024
Q3 		$443K Buy
+6,061
New +$419K 0.2% 72

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Oak Wealth Advisors's UL Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Unilever (UL) in Q4 2024, closing a stake of 6,061 shares — an estimated $443K sold.

Heritage Oak Wealth Advisors first reported a position in UL in Q3 2024 and held it in 1 quarter. The position peaked at $443K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 6,061 Unilever shares in Q4 2024, an estimated $443K.
  • Heritage Oak Wealth Advisors first reported a position in Unilever in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Unilever position peaked at $443K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.