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Mason Investment Advisory Services’s Unilever UL Stock Holding History

Mason Investment 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
Q1 		– Sell
-5,620
Closed -$318K – 85
2022
Q4 		$318K Buy
+5,620
New +$301K 0.03% 64

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Mason Investment Advisory Services's UL Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of Unilever (UL) in Q1 2023, closing a stake of 5,620 shares — an estimated $318K sold.

Mason Investment Advisory Services first reported a position in UL in Q4 2022 and held it in 1 quarter. The position peaked at $318K in Q4 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • Mason Investment Advisory Services reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • Mason Investment Advisory Services sold 5,620 Unilever shares in Q1 2023, an estimated $318K.
  • Mason Investment Advisory Services first reported a position in Unilever in Q4 2022 and held it in 1 quarter.
  • Mason Investment Advisory Services's Unilever position peaked at $318K in Q4 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.