LWM
UL icon

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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 $530B AUM 22.01% 1-Year Est. Return