LGF
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LGT Group Foundation’s Unilever UL Stock Holding History

LGT Group Foundation’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
-5,310
Closed -$262K – 274
2022
Q3 		$262K Hold
5,310
– – 0.01% 231
2022
Q2 		$274K Hold
5,310
– – 0.01% 234
2022
Q1 		$278K Buy
+5,310
New +$296K 0.01% 250

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Bank of America
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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

LGT Group Foundation's UL Position: Q4 2022 in Review

LGT Group Foundation sold out of Unilever (UL) in Q4 2022, closing a stake of 5,310 shares — an estimated $262K sold.

LGT Group Foundation first reported a position in UL in Q1 2022 and held it in 3 quarters. The position peaked at $278K in Q1 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • LGT Group Foundation reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • LGT Group Foundation sold 5,310 Unilever shares in Q4 2022, an estimated $262K.
  • LGT Group Foundation first reported a position in Unilever in Q1 2022 and held it in 3 quarters.
  • LGT Group Foundation's Unilever position peaked at $278K in Q1 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on LGT Group Foundation's 13F filing for Q4 2022, filed 9 Feb 2023.