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Laffer Tengler Investments’s Unilever UL Stock Holding History

Laffer Tengler Investments’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
2022
Q1 		– Sell
-935
Closed -$56.6K – 422
2021
Q4 		$56.6K Hold
935
– – 0.02% 285
2021
Q3 		$57K Buy
935
+11
+1% +$701 0.02% 332
2021
Q2 		$60.8K Sell
924
-2,931
-76% -$195K 0.02% 238
2021
Q1 		$242K Buy
+3,855
New +$246K 0.09% 138

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Laffer Tengler Investments's UL Position: Q1 2022 in Review

Laffer Tengler Investments sold out of Unilever (UL) in Q1 2022, closing a stake of 935 shares — an estimated $56.6K sold.

Laffer Tengler Investments first reported a position in UL in Q1 2021 and held it in 4 quarters. The position peaked at $242K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Laffer Tengler Investments reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 935 Unilever shares in Q1 2022, an estimated $56.6K.
  • Laffer Tengler Investments first reported a position in Unilever in Q1 2021 and held it in 4 quarters.
  • Laffer Tengler Investments's Unilever position peaked at $242K in Q1 2021.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Laffer Tengler Investments's 13F filing for Q1 2022, filed 13 May 2022.