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Mainstay Capital Management’s Unilever UL Stock Holding History

Mainstay Capital 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
2024
Q1 		– Sell
-3,902
Closed -$213K – 126
2023
Q4 		$213K Sell
3,902
-17,337
-82% -$935K 0.04% 105
2023
Q3 		$1.18M Sell
21,239
-7,413
-26% -$428K 0.25% 27
2023
Q2 		$1.68M Sell
28,652
-752
-3% -$44.7K 0.3% 26
2023
Q1 		$1.72M Buy
29,404
+355
+1% +$20.2K 0.34% 24
2022
Q4 		$1.65M Buy
29,049
+907
+3% +$48.5K 0.37% 32
2022
Q3 		$1.39M Buy
+28,142
New +$1.47M 0.35% 33

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Mainstay Capital Management's UL Position: Q1 2024 in Review

Mainstay Capital Management sold out of Unilever (UL) in Q1 2024, closing a stake of 3,902 shares — an estimated $213K sold.

Mainstay Capital Management first reported a position in UL in Q3 2022 and held it in 6 quarters. The position peaked at $1.72M in Q1 2023. 1,094 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Mainstay Capital Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Mainstay Capital Management sold 3,902 Unilever shares in Q1 2024, an estimated $213K.
  • Mainstay Capital Management first reported a position in Unilever in Q3 2022 and held it in 6 quarters.
  • Mainstay Capital Management's Unilever position peaked at $1.72M in Q1 2023.
  • 1,094 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Mainstay Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.