Hoover Financial Advisors’s Unilever UL Stock Holding History

Hoover Financial 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
2021 Q2	$42K	Sell	640 -43	-6%	-$2.86K	0.01%	304
2021 Q1	$46K	Buy	683 +43	+7%	+$2.74K	0.01%	271
2020 Q4	$43K	Buy	+640	New	+$43.4K	0.01%	252
2020 Q3	–	Sell	-507	Closed	-$31K	–	463
2020 Q2	$31K	Buy	+507	New	+$30.3K	0.01%	234

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Hoover Financial Advisors's UL Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Unilever (UL) stake by 6.3% in Q2 2021, selling an estimated $2.86K and leaving 640 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #304.

Hoover Financial Advisors first reported a position in UL in Q2 2020 and has held it in 4 quarters since. The position peaked at $46K in Q1 2021. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

Hoover Financial Advisors held 640 shares of Unilever worth $42K as of Q2 2021.
Hoover Financial Advisors sold 43 Unilever shares in Q2 2021, an estimated $2.86K.
Unilever made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #304 holding.
Hoover Financial Advisors first reported a position in Unilever in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's Unilever position peaked at $46K in Q1 2021.
1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.