Insight Wealth Strategies’s Unilever UL Stock Holding History

Insight Wealth Strategies’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	–	Sell	-5,309	Closed	-$333K	–	235
2021 Q1	$333K	Sell	5,309 -663	-11%	-$42.2K	0.04%	170
2020 Q4	$406K	Sell	5,972 -523	-8%	-$35.5K	0.07%	130
2020 Q3	$451K	Sell	6,495 -340	-5%	-$22.7K	0.08%	111
2020 Q2	$422K	Buy	6,835 +169	+3%	+$10.1K	0.09%	98
2020 Q1	$379K	Buy	6,666 +448	+7%	+$28.1K	0.1%	97
2019 Q4	$400K	Buy	6,218 +1,318	+27%	+$87.5K	0.08%	151
2019 Q3	$331K	Buy	4,900 +802	+20%	+$55.6K	0.08%	146
2019 Q2	$286K	Buy	4,098 +618	+18%	+$41.9K	0.07%	138
2019 Q1	$226K	Buy	+3,480	New	+$212K	0.06%	127

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

Insight Wealth Strategies's UL Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Unilever (UL) in Q2 2021, closing a stake of 5,309 shares — an estimated $333K sold.

Insight Wealth Strategies first reported a position in UL in Q1 2019 and held it in 9 quarters. The position peaked at $451K in Q3 2020. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

Insight Wealth Strategies reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 5,309 Unilever shares in Q2 2021, an estimated $333K.
Insight Wealth Strategies first reported a position in Unilever in Q1 2019 and held it in 9 quarters.
Insight Wealth Strategies's Unilever position peaked at $451K in Q3 2020.
1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.