Lehman & Derafelo Financial Resources’s Unilever UL Stock Holding History

Lehman & Derafelo Financial Resources’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	$303K	Buy	+5,350	New	+$286K	0.09%	87

Other funds holding UL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Lehman & Derafelo Financial Resources's UL Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources opened a new position in Unilever (UL) in Q4 2022: 5,350 shares worth $303K. The stake represents 0.09% of the portfolio and ranks #87 among its holdings.

1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

Lehman & Derafelo Financial Resources held 5,350 shares of Unilever worth $303K as of Q4 2022.
Unilever was a new Lehman & Derafelo Financial Resources position in Q4 2022.
Unilever made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #87 holding.
1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.