Institutional & Family Asset Management’s Unilever UL Stock Holding History

Institutional & Family Asset Management’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 Q2	$1.65K	Buy	+27	New	+$1.6K	﹤0.01%	597
2023 Q2	–	Sell	-190	Closed	-$11.1K	–	794
2023 Q1	$11.1K	Sell	190 -5	-3%	-$284	﹤0.01%	368
2022 Q4	$11K	Hold	195	–	–	﹤0.01%	366
2022 Q3	$10K	Hold	195	–	–	﹤0.01%	389
2022 Q2	$10K	Hold	195	–	–	﹤0.01%	395
2022 Q1	$10K	Hold	195	–	–	﹤0.01%	446
2021 Q4	$12K	Sell	195 -52	-21%	-$3.09K	﹤0.01%	427
2021 Q3	$15K	Hold	247	–	–	﹤0.01%	497
2021 Q2	$16K	Hold	247	–	–	﹤0.01%	513
2021 Q1	$16K	Hold	247	–	–	﹤0.01%	509
2020 Q4	$17K	Sell	247 -113	-31%	-$7.67K	﹤0.01%	463
2020 Q3	$25K	Hold	360	–	–	0.01%	376
2020 Q2	$22K	Sell	360 -25	-6%	-$1.49K	﹤0.01%	391
2020 Q1	$22K	Buy	385 +45	+13%	+$2.82K	0.01%	363
2019 Q4	$22K	Hold	340	–	–	﹤0.01%	424
2019 Q3	$23K	Buy	340 +12	+4%	+$832	0.01%	388
2019 Q2	$23K	Buy	328 +30	+10%	+$2.04K	0.01%	408
2019 Q1	$19K	Hold	298	–	–	﹤0.01%	435
2018 Q4	$18K	Sell	298 -357	-55%	-$21.5K	﹤0.01%	420
2018 Q3	$41K	Hold	655	–	–	0.01%	372
2018 Q2	$41K	Buy	655 +349	+114%	+$21.7K	0.01%	369
2018 Q1	$19K	Buy	+306	New	+$18.6K	﹤0.01%	424

Other funds holding UL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Institutional & Family Asset Management's UL Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Unilever (UL) in Q2 2024: 27 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in UL as recently as Q1 2023.

Institutional & Family Asset Management first reported a position in UL in Q1 2018 and has held it in 22 quarters since. The position peaked at $41K in Q3 2018. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

Institutional & Family Asset Management held 27 shares of Unilever worth $1.65K as of Q2 2024.
Unilever was a new Institutional & Family Asset Management position in Q2 2024.
Unilever made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #597 holding.
Institutional & Family Asset Management first reported a position in Unilever in Q1 2018 and has held it in 22 quarters since.
Institutional & Family Asset Management's Unilever position peaked at $41K in Q3 2018.
1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.