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Leelyn Smith’s Unilever UL Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-179
Closed -$10.1K – 409
2022
Q4 		$10.1K Buy
179
+1
+0.6% +$54 ﹤0.01% 318
2022
Q3 		$9K Buy
178
+2
+1% +$104 ﹤0.01% 310
2022
Q2 		$9K Buy
176
+2
+1% +$102 ﹤0.01% 300
2022
Q1 		$9K Buy
174
+2
+1% +$111 ﹤0.01% 288
2021
Q4 		$10K Buy
172
+1
+0.6% +$59 ﹤0.01% 293
2021
Q3 		$10K Buy
171
+2
+1% +$127 ﹤0.01% 281
2021
Q2 		$11K Sell
169
-212
-56% -$14.1K ﹤0.01% 274
2021
Q1 		$24K Sell
381
-1,428
-79% -$90.9K 0.01% 236
2020
Q4 		$123K Sell
1,809
-353
-16% -$23.9K 0.04% 147
2020
Q3 		$150K Buy
2,162
+65
+3% +$4.34K 0.05% 136
2020
Q2 		$128K Buy
2,097
+3
+0.1% +$179 0.05% 138
2020
Q1 		$119K Buy
2,094
+306
+17% +$19.2K 0.06% 127
2019
Q4 		$114 Buy
+1,788
New +$119K 0.05% 145

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Leelyn Smith's UL Position: Q1 2023 in Review

Leelyn Smith sold out of Unilever (UL) in Q1 2023, closing a stake of 179 shares — an estimated $10.1K sold.

Leelyn Smith first reported a position in UL in Q4 2019 and held it in 13 quarters. The position peaked at $150K in Q3 2020. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • Leelyn Smith reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 179 Unilever shares in Q1 2023, an estimated $10.1K.
  • Leelyn Smith first reported a position in Unilever in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Unilever position peaked at $150K in Q3 2020.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.