High Net Worth Advisory Group’s Unilever UL Stock Holding History

High Net Worth Advisory 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
2024 Q4	–	Sell	-3,194	Closed	-$233K	–	231
2024 Q3	$233K	Buy	+3,194	New	+$221K	0.06%	201
2023 Q4	–	Sell	-3,719	Closed	-$207K	–	206
2023 Q3	$207K	Hold	3,719	–	–	0.08%	182
2023 Q2	$218K	Hold	3,719	–	–	0.08%	179
2023 Q1	$217K	Hold	3,719	–	–	0.09%	175
2022 Q4	$211K	Hold	3,719	–	–	0.08%	178
2022 Q3	$183K	Hold	3,719	–	–	0.08%	191
2022 Q2	$192K	Hold	3,719	–	–	0.08%	189
2022 Q1	$191K	Hold	3,719	–	–	0.07%	189
2021 Q4	$225K	Buy	+3,719	New	+$221K	0.08%	180

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Net Worth Advisory Group's UL Position: Q4 2024 in Review

High Net Worth Advisory Group sold out of Unilever (UL) in Q4 2024, closing a stake of 3,194 shares — an estimated $233K sold.

High Net Worth Advisory Group first reported a position in UL in Q4 2021 and held it in 9 quarters. The position peaked at $233K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

High Net Worth Advisory Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 3,194 Unilever shares in Q4 2024, an estimated $233K.
High Net Worth Advisory Group first reported a position in Unilever in Q4 2021 and held it in 9 quarters.
High Net Worth Advisory Group's Unilever position peaked at $233K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on High Net Worth Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.