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Intelligent Financial Strategies’s Unilever UL Stock Holding History

Intelligent Financial 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
2022
Q2 		– Sell
-2,284
Closed -$117K – 117
2022
Q1 		$117K Hold
2,284
– – 0.11% 53
2021
Q4 		$138K Buy
+2,284
New +$136K 0.12% 55

Other funds holding UL

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Bank of America
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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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Intelligent Financial Strategies's UL Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Unilever (UL) in Q2 2022, closing a stake of 2,284 shares — an estimated $117K sold.

Intelligent Financial Strategies first reported a position in UL in Q4 2021 and held it in 2 quarters. The position peaked at $138K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 2,284 Unilever shares in Q2 2022, an estimated $117K.
  • Intelligent Financial Strategies first reported a position in Unilever in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's Unilever position peaked at $138K in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.