Interactive Financial Advisors’s Unilever UL Stock Holding History

Interactive Financial Advisors’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 Q1	–	Sell	-444	Closed	-$25.2K	–	153
2022 Q4	$25.2K	Hold	444	–	–	0.02%	139
2022 Q3	$22K	Hold	444	–	–	0.01%	140
2022 Q2	$23K	Hold	444	–	–	0.01%	124
2022 Q1	$23K	Hold	444	–	–	0.01%	140
2021 Q4	$27K	Hold	444	–	–	0.01%	136
2021 Q3	$27K	Hold	444	–	–	0.01%	140
2021 Q2	$29K	Hold	444	–	–	0.01%	141
2021 Q1	$28K	Hold	444	–	–	0.01%	135
2020 Q4	$30K	Hold	444	–	–	0.01%	129
2020 Q3	$31K	Hold	444	–	–	0.02%	116
2020 Q2	$27K	Hold	444	–	–	0.01%	116
2020 Q1	$25K	Hold	444	–	–	0.02%	81
2019 Q4	$29K	Hold	444	–	–	0.01%	121
2019 Q3	$30K	Hold	444	–	–	0.01%	104
2019 Q2	$31K	Hold	444	–	–	0.01%	113
2019 Q1	$29K	Buy	+444	New	+$27K	0.01%	98

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Interactive Financial Advisors's UL Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Unilever (UL) in Q1 2023, closing a stake of 444 shares — an estimated $25.2K sold.

Interactive Financial Advisors first reported a position in UL in Q1 2019 and held it in 16 quarters. The position peaked at $31K in Q3 2020. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

Interactive Financial Advisors reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 444 Unilever shares in Q1 2023, an estimated $25.2K.
Interactive Financial Advisors first reported a position in Unilever in Q1 2019 and held it in 16 quarters.
Interactive Financial Advisors's Unilever position peaked at $31K in Q3 2020.
1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.