KFP
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KB Financial Partners’s Unilever UL Stock Holding History

KB Financial Partners’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
Q3 		$5K Hold
91
– – ﹤0.01% 438
2023
Q2 		$5K Hold
91
– – ﹤0.01% 442
2023
Q1 		$5K Hold
91
– – ﹤0.01% 434
2022
Q4 		$5K Hold
91
– – ﹤0.01% 431
2022
Q3 		$4K Hold
91
– – ﹤0.01% 446
2022
Q2 		$5K Hold
91
– – ﹤0.01% 421
2022
Q1 		$5K Sell
91
-19
-17% -$1.06K ﹤0.01% 471
2021
Q4 		$7K Buy
+110
New +$6.53K ﹤0.01% 474
2021
Q3 		– Sell
-96
Closed -$6K – 539
2021
Q2 		$6K Hold
96
– – ﹤0.01% 470
2021
Q1 		$6K Buy
+96
New +$6.11K ﹤0.01% 497

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KB Financial Partners's UL Position: Q3 2023 in Review

KB Financial Partners held its Unilever (UL) position steady in Q3 2023 at 91 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

KB Financial Partners first reported a position in UL in Q1 2021 and has held it in 10 quarters since. The position peaked at $7K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • KB Financial Partners held 91 shares of Unilever worth $5K as of Q3 2023.
  • KB Financial Partners left its Unilever share count unchanged in Q3 2023.
  • Unilever made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #438 holding.
  • KB Financial Partners first reported a position in Unilever in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Unilever position peaked at $7K in Q4 2021.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.