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Legacy Wealth Asset Management’s Unilever UL Stock Holding History

Legacy Wealth Asset 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
Q4 		– Sell
-36,885
Closed -$1.82M – 346
2022
Q3 		$1.82M Buy
+36,885
New +$1.93M 0.8% 17
2022
Q2 		– Sell
-16,438
Closed -$843K – 341
2022
Q1 		$843K Buy
16,438
+2,374
+17% +$132K 0.3% 134
2021
Q4 		$851K Buy
14,064
+7,795
+124% +$463K 0.29% 138
2021
Q3 		$382K Sell
6,269
-15
-0.2% -$956 0.17% 211
2021
Q2 		$414K Buy
6,284
+96
+2% +$6.38K 0.18% 206
2021
Q1 		$389K Sell
6,188
-34
-0.5% -$2.17K 0.18% 212
2020
Q4 		$423K Buy
+6,222
New +$422K 0.21% 184

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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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

Legacy Wealth Asset Management's UL Position: Q4 2022 in Review

Legacy Wealth Asset Management sold out of Unilever (UL) in Q4 2022, closing a stake of 36,885 shares — an estimated $1.82M sold.

Legacy Wealth Asset Management first reported a position in UL in Q4 2020 and held it in 7 quarters. The position peaked at $1.82M in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Legacy Wealth Asset Management reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 36,885 Unilever shares in Q4 2022, an estimated $1.82M.
  • Legacy Wealth Asset Management first reported a position in Unilever in Q4 2020 and held it in 7 quarters.
  • Legacy Wealth Asset Management's Unilever position peaked at $1.82M in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.