LB
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Legacy Bridge’s Unilever UL Stock Holding History

Legacy Bridge’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
Q2 		– Sell
-80
Closed -$4.52K – 319
2024
Q1 		$4.52K Hold
80
– – ﹤0.01% 296
2023
Q4 		$4.36K Hold
80
– – ﹤0.01% 276
2023
Q3 		$4.45K Hold
80
– – ﹤0.01% 272
2023
Q2 		$4.69K Hold
80
– – ﹤0.01% 273
2023
Q1 		$4.67K Hold
80
– – ﹤0.01% 277
2022
Q4 		$4.53K Hold
80
– – ﹤0.01% 283
2022
Q3 		$4K Hold
80
– – ﹤0.01% 274
2022
Q2 		$4K Hold
80
– – ﹤0.01% 281
2022
Q1 		$4K Hold
80
– – ﹤0.01% 295
2021
Q4 		$5K Hold
80
– – ﹤0.01% 297
2021
Q3 		$5K Buy
+80
New +$5.1K ﹤0.01% 288

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Legacy Bridge's UL Position: Q2 2024 in Review

Legacy Bridge sold out of Unilever (UL) in Q2 2024, closing a stake of 80 shares — an estimated $4.52K sold.

Legacy Bridge first reported a position in UL in Q3 2021 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Legacy Bridge reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
  • Legacy Bridge sold 80 Unilever shares in Q2 2024, an estimated $4.52K.
  • Legacy Bridge first reported a position in Unilever in Q3 2021 and held it in 11 quarters.
  • Legacy Bridge's Unilever position peaked at $5K in Q4 2021.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.