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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return