Investors Research Corp’s Unilever UL Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-967	Closed	-$59.8K	–	1054
2024 Q2	$59.8K	Hold	967	–	–	0.01%	471
2024 Q1	$54.6K	Hold	967	–	–	0.01%	496
2023 Q4	$52.7K	Hold	967	–	–	0.01%	513
2023 Q3	$53.7K	Buy	967 +23	+2%	+$1.33K	0.01%	497
2023 Q2	$55.4K	Hold	944	–	–	0.01%	503
2023 Q1	$55.1K	Hold	944	–	–	0.01%	513
2022 Q4	$53.5K	Hold	944	–	–	0.01%	508
2022 Q3	$47K	Hold	944	–	–	0.01%	509
2022 Q2	$49K	Hold	944	–	–	0.01%	508
2022 Q1	$48K	Hold	944	–	–	0.01%	530
2021 Q4	$57K	Hold	944	–	–	0.02%	504
2021 Q3	$58K	Hold	944	–	–	0.02%	497
2021 Q2	$62K	Hold	944	–	–	0.02%	489
2021 Q1	$59K	Hold	944	–	–	0.02%	484
2020 Q4	$64K	Buy	+944	New	+$64K	0.03%	491

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Investors Research Corp's UL Position: Q3 2024 in Review

Investors Research Corp sold out of Unilever (UL) in Q3 2024, closing a stake of 967 shares — an estimated $59.8K sold.

Investors Research Corp first reported a position in UL in Q4 2020 and held it in 15 quarters. The position peaked at $64K in Q4 2020. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

Investors Research Corp reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
Investors Research Corp sold 967 Unilever shares in Q3 2024, an estimated $59.8K.
Investors Research Corp first reported a position in Unilever in Q4 2020 and held it in 15 quarters.
Investors Research Corp's Unilever position peaked at $64K in Q4 2020.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.