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Laidlaw Wealth Management’s Unilever UL Stock Holding History

Laidlaw Wealth Management’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
-4,464
Closed -$270K – 426
2021
Q4 		$270K Buy
+4,464
New +$265K 0.04% 325
2021
Q1 		– Sell
-5,286
Closed -$359K – 352
2020
Q4 		$359K Buy
+5,286
New +$359K 0.08% 235

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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

Laidlaw Wealth Management's UL Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of Unilever (UL) in Q1 2022, closing a stake of 4,464 shares — an estimated $270K sold.

Laidlaw Wealth Management first reported a position in UL in Q4 2020 and held it in 2 quarters. The position peaked at $359K in Q4 2020. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Laidlaw Wealth Management reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,464 Unilever shares in Q1 2022, an estimated $270K.
  • Laidlaw Wealth Management first reported a position in Unilever in Q4 2020 and held it in 2 quarters.
  • Laidlaw Wealth Management's Unilever position peaked at $359K in Q4 2020.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.