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Lugano Financial Advisors SA (LFA)’s Unilever UL Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q4 		– Sell
-978
Closed -$71.5K – 200
2024
Q3 		$71.5K Hold
978
– – 0.05% 131
2024
Q2 		$60.5K Buy
+978
New +$57.8K 0.05% 126

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Lugano Financial Advisors SA (LFA)'s UL Position: Q4 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Unilever (UL) in Q4 2024, closing a stake of 978 shares — an estimated $71.5K sold.

Lugano Financial Advisors SA (LFA) first reported a position in UL in Q2 2024 and held it in 2 quarters. The position peaked at $71.5K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 978 Unilever shares in Q4 2024, an estimated $71.5K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Unilever in Q2 2024 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Unilever position peaked at $71.5K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2024, filed 10 Feb 2025.