JPLA
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Joseph P. Lucia & Associates’s Unilever UL Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-31
Closed -$2K – 517
2021
Q3 		$2K Hold
31
– – ﹤0.01% 530
2021
Q2 		$2K Hold
31
– – ﹤0.01% 531
2021
Q1 		$2K Buy
+31
New +$1.97K ﹤0.01% 514

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Joseph P. Lucia & Associates's UL Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Unilever (UL) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in UL in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 31 Unilever shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Unilever in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Unilever position peaked at $2K in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.