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Life Planning Partners’s Unilever UL Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-489
Closed -$26.7K – 227
2023
Q4 		$26.7K Buy
+489
New +$26.4K 0.03% 124
2022
Q3 		$24.1K Hold
489
– – 0.03% 112
2022
Q2 		$25K Hold
489
– – 0.03% 112
2022
Q1 		$25K Hold
489
– – 0.03% 112
2021
Q4 		$30K Buy
+489
New +$29K 0.03% 103

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Life Planning Partners's UL Position: Q1 2024 in Review

Life Planning Partners sold out of Unilever (UL) in Q1 2024, closing a stake of 489 shares — an estimated $26.7K sold.

Life Planning Partners first reported a position in UL in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Life Planning Partners reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 489 Unilever shares in Q1 2024, an estimated $26.7K.
  • Life Planning Partners first reported a position in Unilever in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Unilever position peaked at $30K in Q4 2021.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.