Householder Group Estate & Retirement Specialist’s Unilever UL Stock Holding History

Householder Group Estate & Retirement Specialist’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	-399	Closed	-$29K	–	1178
2024 Q3	$29K	Sell	399 -53	-12%	-$3.66K	0.01%	603
2024 Q2	$27K	Buy	452 +53	+13%	+$3.13K	0.01%	609
2024 Q1	$22.5K	Hold	399	–	–	0.01%	656
2023 Q4	$21K	Hold	399	–	–	0.01%	639
2023 Q3	$22.2K	Buy	+399	New	+$23.1K	0.01%	619
2023 Q1	$27K	Buy	+466	New	+$26.5K	0.01%	578
2022 Q4	–	Sell	-466	Closed	-$22K	–	1081
2022 Q3	$22K	Buy	+466	New	+$24.3K	0.01%	562

Other funds holding UL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Householder Group Estate & Retirement Specialist's UL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Unilever (UL) in Q4 2024, closing a stake of 399 shares — an estimated $29K sold.

Householder Group Estate & Retirement Specialist first reported a position in UL in Q3 2022 and held it in 7 quarters. The position peaked at $29K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 399 Unilever shares in Q4 2024, an estimated $29K.
Householder Group Estate & Retirement Specialist first reported a position in Unilever in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Unilever position peaked at $29K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.