Kistler-Tiffany Companies’s Unilever UL Stock Holding History

Kistler-Tiffany Companies’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 Q2	$24.7K	Hold	421	–	–	﹤0.01%	592
2023 Q1	$24.6K	Hold	421	–	–	﹤0.01%	524
2022 Q4	$23.9K	Hold	421	–	–	﹤0.01%	506
2022 Q3	$21K	Hold	421	–	–	﹤0.01%	498
2022 Q2	$22K	Sell	421 -663	-61%	-$33.8K	﹤0.01%	492
2022 Q1	$56K	Hold	1,084	–	–	0.01%	377
2021 Q4	$66K	Sell	1,084 -629	-37%	-$37.4K	0.01%	346
2021 Q3	$104K	Hold	1,713	–	–	0.02%	270
2021 Q2	$113K	Hold	1,713	–	–	0.03%	257
2021 Q1	$108K	Buy	1,713 +285	+20%	+$18.1K	0.03%	239
2020 Q4	$97K	Buy	1,428 +1,050	+278%	+$71.2K	0.03%	230
2020 Q3	$26K	Hold	378	–	–	0.01%	361
2020 Q2	$23K	Buy	+378	New	+$22.6K	0.01%	348
2016 Q1	–	Sell	-110	Closed	-$5K	–	589
2015 Q4	$5K	Hold	110	–	–	﹤0.01%	497
2015 Q3	$5K	Sell	110 -68	-38%	-$3.25K	﹤0.01%	504
2015 Q2	$9K	Buy	178 +1	+0.6%	+$49	0.01%	467
2015 Q1	$8K	Hold	177	–	–	0.01%	462
2014 Q4	$8K	Sell	177 -2,113	-92%	-$97K	0.01%	461
2014 Q3	$108K	Buy	2,290 +856	+60%	+$42.3K	0.07%	172
2014 Q2	$73K	Buy	1,434 +702	+96%	+$35.2K	0.05%	192
2014 Q1	$35K	Buy	732 +160	+28%	+$7.22K	0.03%	266
2013 Q4	$26K	Buy	+572	New	+$25.6K	0.02%	316

Other funds holding UL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Kistler-Tiffany Companies's UL Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Unilever (UL) position steady in Q2 2023 at 421 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Kistler-Tiffany Companies first reported a position in UL in Q4 2013 and has held it in 22 quarters since. The position peaked at $113K in Q2 2021. 1,084 funds tracked by Wall St. Rank hold UL as of Q2 2023.

Kistler-Tiffany Companies held 421 shares of Unilever worth $24.7K as of Q2 2023.
Kistler-Tiffany Companies left its Unilever share count unchanged in Q2 2023.
Unilever made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #592 holding.
Kistler-Tiffany Companies first reported a position in Unilever in Q4 2013 and has held it in 22 quarters since.
Kistler-Tiffany Companies's Unilever position peaked at $113K in Q2 2021.
1,084 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.