JIR
UL icon

James Investment Research’s Unilever UL Stock Holding History

James Investment Research’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
Q2 		– Sell
-65
Closed -$4K – 519
2023
Q1 		$4K Hold
65
– – ﹤0.01% 504
2022
Q4 		$4K Sell
65
-475
-88% -$25.4K ﹤0.01% 500
2022
Q3 		$27K Hold
540
– – ﹤0.01% 420
2022
Q2 		$28K Sell
540
-64
-11% -$3.26K ﹤0.01% 399
2022
Q1 		$31K Hold
604
– – ﹤0.01% 385
2021
Q4 		$37K Sell
604
-86
-12% -$5.11K ﹤0.01% 402
2021
Q3 		$42K Sell
690
-2
-0.3% -$127 ﹤0.01% 388
2021
Q2 		$46K Buy
692
+79
+13% +$5.25K ﹤0.01% 388
2021
Q1 		$39K Buy
613
+219
+56% +$13.9K ﹤0.01% 395
2020
Q4 		$27K Sell
394
-212
-35% -$14.4K ﹤0.01% 432
2020
Q3 		$42K Buy
606
+541
+832% +$36.1K ﹤0.01% 356
2020
Q2 		$4K Hold
65
– – ﹤0.01% 424
2020
Q1 		$4K Buy
+65
New +$4.08K ﹤0.01% 420
2019
Q3 		– Sell
-58
Closed -$4K – 654
2019
Q2 		$4K Hold
58
– – ﹤0.01% 631
2019
Q1 		$4K Buy
+58
New +$3.53K ﹤0.01% 784
2017
Q1 		– Sell
-74
Closed -$3K – 704
2016
Q4 		$3K Hold
74
– – ﹤0.01% 520
2016
Q3 		$4K Hold
74
– – ﹤0.01% 513
2016
Q2 		$4K Buy
+74
New +$3.8K ﹤0.01% 473

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return