LWM Advisory Services’s Unilever UL Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-317	Closed	-$17.6K	–	146
2023 Q3	$17.6K	Buy	+317	New	+$18.3K	0.02%	116

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM Advisory Services's UL Position: Q4 2023 in Review

LWM Advisory Services sold out of Unilever (UL) in Q4 2023, closing a stake of 317 shares — an estimated $17.6K sold.

LWM Advisory Services first reported a position in UL in Q3 2023 and held it in 1 quarter. The position peaked at $17.6K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

LWM Advisory Services reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 317 Unilever shares in Q4 2023, an estimated $17.6K.
LWM Advisory Services first reported a position in Unilever in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Unilever position peaked at $17.6K in Q3 2023.
1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.