JP Morgan Private Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.2M | Buy |
+184,014
| New | +$10.6M | 0.03% | 373 |
|
|
2023
Q2 | – | Sell |
-253,042
| Closed | -$14.8M | – | 1893 |
|
|
2023
Q1 | $14.8M | Buy |
253,042
+15,186
| +6% | +$863K | 0.03% | 355 |
|
|
2022
Q4 | $13.5M | Buy |
237,856
+3,461
| +1% | +$185K | 0.03% | 369 |
|
|
2022
Q3 | $11.6M | Sell |
234,395
-44,474
| -16% | -$2.32M | 0.03% | 365 |
|
|
2022
Q2 | $14.4M | Sell |
278,869
-10,209
| -4% | -$520K | 0.04% | 335 |
|
|
2022
Q1 | $14.8M | Buy |
289,078
+10,588
| +4% | +$589K | 0.03% | 366 |
|
|
2021
Q4 | $16.9M | Sell |
278,490
-10,217
| -4% | -$607K | 0.04% | 350 |
|
|
2021
Q3 | $17.6M | Buy |
288,707
+29,721
| +11% | +$1.89M | 0.04% | 329 |
|
|
2021
Q2 | $17M | Buy |
258,986
+47,578
| +23% | +$3.16M | 0.04% | 338 |
|
|
2021
Q1 | $13.3M | Sell |
211,408
-55,816
| -21% | -$3.55M | 0.04% | 337 |
|
|
2020
Q4 | $18.1M | Buy |
267,224
+80,252
| +43% | +$5.44M | 0.06% | 275 |
|
|
2020
Q3 | $13M | Buy |
186,972
+28,452
| +18% | +$1.9M | 0.05% | 283 |
|
|
2020
Q2 | $9.79M | Buy |
158,520
+16,577
| +12% | +$991K | 0.04% | 289 |
|
|
2020
Q1 | $8.07M | Buy |
141,943
+23,972
| +20% | +$1.5M | 0.05% | 292 |
|
|
2019
Q4 | $7.59M | Buy |
117,971
+7,217
| +7% | +$479K | 0.03% | 350 |
|
|
2019
Q3 | $7.49M | Buy |
110,754
+13,485
| +14% | +$934K | 0.04% | 335 |
|
|
2019
Q2 | $6.78M | Sell |
97,269
-5,084
| -5% | -$345K | 0.04% | 331 |
|
|
2019
Q1 | $6.65M | Buy |
102,353
+10,559
| +12% | +$643K | 0.03% | 342 |
|
|
2018
Q4 | $5.4M | Sell |
91,794
-43,698
| -32% | -$2.63M | 0.03% | 351 |
|
|
2018
Q3 | $8.38M | Buy |
135,492
+3,366
| +3% | +$212K | 0.04% | 334 |
|
|
2018
Q2 | $8.22M | Buy |
132,126
+896
| +0.7% | +$55.7K | 0.05% | 307 |
|
|
2018
Q1 | $8.2M | Buy |
131,230
+32,462
| +33% | +$1.98M | 0.06% | 258 |
|
|
2017
Q4 | $6.15M | Sell |
98,768
-3,448
| -3% | -$219K | 0.04% | 301 |
|
|
2017
Q3 | $6.67M | Sell |
102,216
-87
| -0.1% | -$5.59K | 0.05% | 273 |
|
|
2017
Q2 | $6.23M | Sell |
102,303
-10,676
| -9% | -$636K | 0.05% | 274 |
|
|
2017
Q1 | $6.27M | Sell |
112,979
-24,607
| -18% | -$1.24M | 0.05% | 277 |
|
|
2016
Q4 | $6.3M | Sell |
137,586
-113,864
| -45% | -$5.31M | 0.05% | 251 |
|
|
2016
Q3 | $13.4M | Sell |
251,450
-11,137
| -4% | -$588K | 0.12% | 169 |
|
|
2016
Q2 | $14.2M | Sell |
262,587
-3,635
| -1% | -$187K | 0.14% | 149 |
|
|
2016
Q1 | $13.5M | Buy |
266,222
+77,083
| +41% | +$3.75M | 0.13% | 148 |
|
|
2015
Q4 | $9.18M | Buy |
189,139
+149,850
| +381% | +$7.31M | 0.09% | 185 |
|
|
2015
Q3 | $1.8M | Sell |
39,289
-74
| -0.2% | -$3.54K | 0.02% | 353 |
|
|
2015
Q2 | $1.9M | Buy |
39,363
+7,182
| +22% | +$355K | 0.02% | 375 |
|
|
2015
Q1 | $1.51M | Buy |
32,181
+560
| +2% | +$26.8K | 0.02% | 434 |
|
|
2014
Q4 | $1.44M | Buy |
31,621
+1,809
| +6% | +$83K | 0.02% | 445 |
|
|
2014
Q3 | $1.41M | Buy |
29,812
+3,974
| +15% | +$196K | 0.02% | 433 |
|
|
2014
Q2 | $1.32M | Buy |
25,838
+3,366
| +15% | +$169K | 0.02% | 355 |
|
|
2014
Q1 | $1.08M | Buy |
22,472
+7,619
| +51% | +$344K | 0.02% | 387 |
|
|
2013
Q4 | $688K | Buy |
14,853
+844
| +6% | +$37.8K | 0.01% | 403 |
|
|
2013
Q3 | $608K | Sell |
14,009
-560
| -4% | -$25.4K | 0.01% | 397 |
|
|
2013
Q2 | $663K | Buy |
+14,569
| New | +$692K | 0.02% | 377 |
|
Other funds holding UL
JP Morgan Private Wealth Advisors's UL Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Unilever (UL) in Q3 2023: 184,014 shares worth $10.2M. The stake represents 0.03% of the portfolio and ranks #373 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in UL as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in UL in Q2 2013 and has held it in 41 quarters since. The position peaked at $18.1M in Q4 2020. 1,066 funds tracked by Wall St. Rank hold UL as of Q3 2023.
- JP Morgan Private Wealth Advisors held 184,014 shares of Unilever worth $10.2M as of Q3 2023.
- Unilever was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Unilever made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #373 holding.
- JP Morgan Private Wealth Advisors first reported a position in Unilever in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Unilever position peaked at $18.1M in Q4 2020.
- 1,066 funds tracked by Wall St. Rank held Unilever as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.