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Jamison Private Wealth Management’s Unilever UL Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-538
Closed -$39.3K – 455
2024
Q3 		$39.3K Buy
538
+360
+202% +$24.9K 0.01% 263
2024
Q2 		$11K Hold
178
– – ﹤0.01% 322
2024
Q1 		$10K Hold
178
– – ﹤0.01% 328
2023
Q4 		$9.7K Hold
178
– – ﹤0.01% 307
2023
Q3 		$9.88K Buy
+178
New +$10.3K ﹤0.01% 294

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Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jamison Private Wealth Management's UL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Unilever (UL) in Q4 2024, closing a stake of 538 shares — an estimated $39.3K sold.

Jamison Private Wealth Management first reported a position in UL in Q3 2023 and held it in 5 quarters. The position peaked at $39.3K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 538 Unilever shares in Q4 2024, an estimated $39.3K.
  • Jamison Private Wealth Management first reported a position in Unilever in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Unilever position peaked at $39.3K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.