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Laurel Wealth Advisors (California)’s Unilever UL Stock Holding History

Laurel Wealth Advisors (California)’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
-4,428
Closed -$268K – 808
2021
Q4 		$268K Buy
+4,428
New +$263K 0.02% 657

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Hotchkis & Wiley Capital Management
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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

Laurel Wealth Advisors (California)'s UL Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Unilever (UL) in Q1 2022, closing a stake of 4,428 shares — an estimated $268K sold.

Laurel Wealth Advisors (California) first reported a position in UL in Q4 2021 and held it in 1 quarter. The position peaked at $268K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,428 Unilever shares in Q1 2022, an estimated $268K.
  • Laurel Wealth Advisors (California) first reported a position in Unilever in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Unilever position peaked at $268K in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.