JWM
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Janiczek Wealth Management’s Unilever UL Stock Holding History

Janiczek 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
Q2 		$32.6K Sell
526
-17
-3% -$1K 0.01% 474
2024
Q1 		$30.7K Buy
543
+77
+17% +$4.27K 0.01% 490
2023
Q4 		$25.4K Sell
466
-50
-10% -$2.7K 0.01% 508
2023
Q3 		$28.7K Buy
516
+42
+9% +$2.43K 0.01% 466
2023
Q2 		$27.8K Buy
474
+37
+8% +$2.2K 0.01% 407
2023
Q1 		$26.4K Hold
437
– – 0.01% 406
2022
Q4 		$25.2K Sell
437
-77
-15% -$4.12K 0.01% 417
2022
Q3 		$25K Sell
514
-63
-11% -$3.29K 0.01% 421
2022
Q2 		$32K Sell
577
-119
-17% -$6.06K 0.01% 381
2022
Q1 		$36K Buy
696
+684
+5,700% +$38.1K 0.01% 364
2021
Q4 		$1K Sell
12
-752
-98% -$44.7K ﹤0.01% 966
2021
Q3 		$47K Sell
764
-104
-12% -$6.63K 0.02% 297
2021
Q2 		$57K Buy
868
+99
+13% +$6.58K 0.02% 230
2021
Q1 		$48K Buy
769
+700
+1,014% +$44.6K 0.02% 240
2020
Q4 		$5K Buy
+69
New +$4.68K ﹤0.01% 604
2020
Q3 		– Sell
-44
Closed -$3K – 724
2020
Q2 		$3K Buy
+44
New +$2.63K ﹤0.01% 257

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janiczek Wealth Management's UL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Unilever (UL) stake by 3.1% in Q2 2024, selling an estimated $1K and leaving 526 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #474.

Janiczek Wealth Management first reported a position in UL in Q2 2020 and has held it in 16 quarters since. The position peaked at $57K in Q2 2021. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Janiczek Wealth Management held 526 shares of Unilever worth $32.6K as of Q2 2024.
  • Janiczek Wealth Management sold 17 Unilever shares in Q2 2024, an estimated $1K.
  • Unilever made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #474 holding.
  • Janiczek Wealth Management first reported a position in Unilever in Q2 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Unilever position peaked at $57K in Q2 2021.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.