LWM
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Liberty Wealth Management’s Unilever UL Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-2,751
Closed -$151K – 1038
2021
Q3 		$151K Buy
2,751
+1,594
+138% +$102K 0.05% 211
2021
Q2 		$76K Sell
1,157
-727
-39% -$48.3K 0.03% 250
2021
Q1 		$123K Hold
1,884
– – 0.06% 155
2020
Q4 		$123K Buy
1,884
+1,477
+363% +$100K 0.06% 153
2020
Q3 		$28K Sell
407
-139
-25% -$9.28K 0.02% 343
2020
Q2 		$34K Buy
546
+202
+59% +$12.1K 0.02% 286
2020
Q1 		$20K Buy
344
+204
+146% +$12.8K 0.02% 358
2019
Q4 		$9K Buy
140
+15
+12% +$996 0.01% 566
2019
Q3 		$8K Buy
125
+63
+102% +$4.37K 0.01% 564
2019
Q2 		$4K Hold
62
– – ﹤0.01% 702
2019
Q1 		$4K Hold
62
– – ﹤0.01% 573
2018
Q4 		$3K Buy
+62
New +$3.74K ﹤0.01% 648

Other funds holding UL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Liberty Wealth Management's UL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Unilever (UL) in Q4 2021, closing a stake of 2,751 shares — an estimated $151K sold.

Liberty Wealth Management first reported a position in UL in Q4 2018 and held it in 12 quarters. The position peaked at $151K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,751 Unilever shares in Q4 2021, an estimated $151K.
  • Liberty Wealth Management first reported a position in Unilever in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Unilever position peaked at $151K in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.