HIG
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Herr Investment Group’s Unilever UL Stock Holding History

Herr Investment Group’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
2023
Q2 		– Sell
-6,283
Closed -$367K – 58
2023
Q1 		$367K Hold
6,283
– – 0.03% 55
2022
Q4 		$356K Buy
+6,283
New +$336K 0.02% 70

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Herr Investment Group's UL Position: Q2 2023 in Review

Herr Investment Group sold out of Unilever (UL) in Q2 2023, closing a stake of 6,283 shares — an estimated $367K sold.

Herr Investment Group first reported a position in UL in Q4 2022 and held it in 2 quarters. The position peaked at $367K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Herr Investment Group reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Herr Investment Group sold 6,283 Unilever shares in Q2 2023, an estimated $367K.
  • Herr Investment Group first reported a position in Unilever in Q4 2022 and held it in 2 quarters.
  • Herr Investment Group's Unilever position peaked at $367K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Herr Investment Group's 13F filing for Q2 2023, filed 10 Aug 2023.