Legacy Wealth Management (Mississippi)’s Unilever UL Stock Holding History

Legacy Wealth Management (Mississippi)’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 Q4	–	Sell	-39,476	Closed	-$2.88M	–	100
2024 Q3	$2.88M	Hold	39,476	–	–	1.06%	26
2024 Q2	$2.44M	Hold	39,476	–	–	1.03%	28
2024 Q1	$2.23M	Hold	39,476	–	–	1%	29
2023 Q4	$2.15M	Sell	39,476 -271	-0.7%	-$14.6K	1.04%	28
2023 Q3	$2.21M	Buy	39,747 +134	+0.3%	+$7.75K	1.15%	26
2023 Q2	$2.32M	Buy	39,613 +1,697	+4%	+$101K	1.17%	24
2023 Q1	$2.22M	Hold	37,916	–	–	1.22%	24
2022 Q4	$2.15M	Sell	37,916 -196	-0.5%	-$10.5K	1.27%	23
2022 Q3	$1.88M	Sell	38,112 -289	-0.8%	-$15.1K	1.27%	25
2022 Q2	$1.98M	Buy	+38,401	New	+$1.96M	1.2%	24

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s UL Position: Q4 2024 in Review

Legacy Wealth Management (Mississippi) sold out of Unilever (UL) in Q4 2024, closing a stake of 39,476 shares — an estimated $2.88M sold.

Legacy Wealth Management (Mississippi) first reported a position in UL in Q2 2022 and held it in 10 quarters. The position peaked at $2.88M in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Legacy Wealth Management (Mississippi) reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 39,476 Unilever shares in Q4 2024, an estimated $2.88M.
Legacy Wealth Management (Mississippi) first reported a position in Unilever in Q2 2022 and held it in 10 quarters.
Legacy Wealth Management (Mississippi)'s Unilever position peaked at $2.88M in Q3 2024.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2024, filed 6 Jan 2025.