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Lee Financial’s Unilever UL Stock Holding History

Lee Financial’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
Q1 		– Sell
-85
Closed -$4.66K – 779
2023
Q4 		$4.66K Hold
85
– – ﹤0.01% 558
2023
Q3 		$4.74K Buy
+85
New +$4.91K ﹤0.01% 529
2022
Q3 		– Sell
-133
Closed -$7K – 1021
2022
Q2 		$7K Hold
133
– – ﹤0.01% 514
2022
Q1 		$7K Hold
133
– – ﹤0.01% 491
2021
Q4 		$8K Hold
133
– – ﹤0.01% 544
2021
Q3 		$8K Buy
+133
New +$8.47K ﹤0.01% 452
2018
Q3 		– Sell
-81
Closed -$5K – 711
2018
Q2 		$5K Hold
81
– – ﹤0.01% 620
2018
Q1 		$5K Buy
+81
New +$4.93K ﹤0.01% 625

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's UL Position: Q1 2024 in Review

Lee Financial sold out of Unilever (UL) in Q1 2024, closing a stake of 85 shares — an estimated $4.66K sold.

Lee Financial first reported a position in UL in Q1 2018 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Lee Financial reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 85 Unilever shares in Q1 2024, an estimated $4.66K.
  • Lee Financial first reported a position in Unilever in Q1 2018 and held it in 8 quarters.
  • Lee Financial's Unilever position peaked at $8K in Q4 2021.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.