HWMA
UL icon

Heritage Wealth Management (Arizona)’s Unilever UL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$214K Buy
3,778
+1,854
+96% +$99.2K 0.03% 324
2022
Q3 		$95K Buy
1,924
+160
+9% +$8.36K 0.03% 330
2022
Q2 		$91K Buy
1,764
+14
+0.8% +$713 0.03% 346
2022
Q1 		$90K Buy
+1,750
New +$97.4K 0.02% 382
2021
Q3 		$438K Buy
7,179
+2,024
+39% +$129K 0.16% 105
2021
Q2 		$339K Buy
+5,155
New +$343K 0.13% 130

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 Wealth Management (Arizona)'s UL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Unilever (UL) stake by 96% in Q4 2022, buying an estimated $99.2K and bringing the position to 3,778 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #324.

Heritage Wealth Management (Arizona) first reported a position in UL in Q2 2021 and has held it in 6 quarters since. The position peaked at $438K in Q3 2021. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,778 shares of Unilever worth $214K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,854 Unilever shares in Q4 2022, an estimated $99.2K.
  • Unilever made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #324 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Unilever in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Unilever position peaked at $438K in Q3 2021.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.