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Lynx Investment Advisory’s Unilever UL Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-125
Closed -$7.78K – 732
2024
Q2 		$7.78K Buy
+125
New +$7.39K 0.01% 426

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Fidelity Investments
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Hotchkis & Wiley Capital Management
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Wells Fargo
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lynx Investment Advisory's UL Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Unilever (UL) in Q3 2024, closing a stake of 125 shares — an estimated $7.78K sold.

Lynx Investment Advisory first reported a position in UL in Q2 2024 and held it in 1 quarter. The position peaked at $7.78K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 125 Unilever shares in Q3 2024, an estimated $7.78K.
  • Lynx Investment Advisory first reported a position in Unilever in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Unilever position peaked at $7.78K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.