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Independent Financial Group’s Unilever UL Stock Holding History

Independent Financial 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
Q3 		– Sell
-3,715
Closed -$218K – 956
2023
Q2 		$218K Sell
3,715
-297
-7% -$17.6K 0.02% 786
2023
Q1 		$234K Buy
4,012
+186
+5% +$10.6K 0.02% 716
2022
Q4 		$217K Buy
+3,826
New +$205K 0.02% 691
2022
Q2 		– Sell
-5,177
Closed -$265K – 814
2022
Q1 		$265K Buy
+5,177
New +$288K 0.02% 640
2021
Q4 		– Sell
-3,841
Closed -$234K – 835
2021
Q3 		$234K Buy
3,841
+757
+25% +$48.2K 0.02% 619
2021
Q2 		$203K Buy
+3,084
New +$205K 0.02% 666

Other funds holding UL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Financial Group's UL Position: Q3 2023 in Review

Independent Financial Group sold out of Unilever (UL) in Q3 2023, closing a stake of 3,715 shares — an estimated $218K sold.

Independent Financial Group first reported a position in UL in Q2 2021 and held it in 6 quarters. The position peaked at $265K in Q1 2022. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • Independent Financial Group reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 3,715 Unilever shares in Q3 2023, an estimated $218K.
  • Independent Financial Group first reported a position in Unilever in Q2 2021 and held it in 6 quarters.
  • Independent Financial Group's Unilever position peaked at $265K in Q1 2022.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.