IAG Wealth Partners’s Unilever UL Stock Holding History

IAG Wealth Partners’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 Q1	–	Sell	-356	Closed	-$19.4K	–	462
2023 Q4	$19.4K	Hold	356	–	–	﹤0.01%	233
2023 Q3	$19.8K	Hold	356	–	–	0.01%	227
2023 Q2	$20.9K	Hold	356	–	–	0.01%	237
2023 Q1	$20.8K	Hold	356	–	–	0.01%	225
2022 Q4	$20.1K	Hold	356	–	–	0.01%	218
2022 Q3	$18K	Hold	356	–	–	0.01%	215
2022 Q2	$18K	Hold	356	–	–	0.01%	217
2022 Q1	$18K	Hold	356	–	–	0.01%	238
2021 Q4	$22K	Hold	356	–	–	0.01%	217
2021 Q3	$22K	Hold	356	–	–	0.01%	193
2021 Q2	$24K	Hold	356	–	–	0.01%	179
2021 Q1	$23K	Hold	356	–	–	0.01%	172
2020 Q4	$25K	Buy	+356	New	+$24.2K	0.01%	150

Other funds holding UL

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

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

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAG Wealth Partners's UL Position: Q1 2024 in Review

IAG Wealth Partners sold out of Unilever (UL) in Q1 2024, closing a stake of 356 shares — an estimated $19.4K sold.

IAG Wealth Partners first reported a position in UL in Q4 2020 and held it in 13 quarters. The position peaked at $25K in Q4 2020. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

IAG Wealth Partners reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
IAG Wealth Partners sold 356 Unilever shares in Q1 2024, an estimated $19.4K.
IAG Wealth Partners first reported a position in Unilever in Q4 2020 and held it in 13 quarters.
IAG Wealth Partners's Unilever position peaked at $25K in Q4 2020.
1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.