Kelly Financial Services’s Unilever UL Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-267	Closed	-$16.5K	–	714
2024 Q2	$16.5K	Buy	267 +36	+16%	+$2.13K	0.01%	357
2024 Q1	$13K	Buy	231 +2	+0.9%	+$111	0.01%	386
2023 Q4	$12.5K	Buy	229 +1	+0.4%	+$54	0.01%	364
2023 Q3	$12.6K	Buy	228 +106	+87%	+$6.13K	0.01%	340
2023 Q2	$7.16K	Buy	122 +103	+542%	+$6.12K	﹤0.01%	401
2023 Q1	$1.1K	Sell	19 -49	-72%	-$2.78K	﹤0.01%	580
2022 Q4	$3.88K	Hold	68	–	–	﹤0.01%	437
2022 Q3	$3.37K	Hold	68	–	–	﹤0.01%	446
2022 Q2	$3.51K	Hold	68	–	–	﹤0.01%	442
2022 Q1	$3.48K	Hold	68	–	–	﹤0.01%	468
2021 Q4	$4.1K	Buy	68 +50	+278%	+$2.97K	﹤0.01%	469
2021 Q3	$1.08K	Sell	18 -1,012	-98%	-$64.5K	﹤0.01%	566
2021 Q2	$20K	Buy	1,030 +1,012	+5,622%	+$67.3K	﹤0.01%	553
2021 Q1	$1.1K	Buy	18 +1	+6%	+$64	﹤0.01%	544
2020 Q4	$1.18K	Hold	17	–	–	﹤0.01%	505
2020 Q3	$1.19K	Hold	17	–	–	﹤0.01%	478
2020 Q2	$1.05K	Hold	17	–	–	﹤0.01%	496
2020 Q1	$962	Buy	+17	New	+$1.07K	﹤0.01%	466

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kelly Financial Services's UL Position: Q3 2024 in Review

Kelly Financial Services sold out of Unilever (UL) in Q3 2024, closing a stake of 267 shares — an estimated $16.5K sold.

Kelly Financial Services first reported a position in UL in Q1 2020 and held it in 18 quarters. The position peaked at $20K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

Kelly Financial Services reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 267 Unilever shares in Q3 2024, an estimated $16.5K.
Kelly Financial Services first reported a position in Unilever in Q1 2020 and held it in 18 quarters.
Kelly Financial Services's Unilever position peaked at $20K in Q2 2021.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.