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McClarren Financial Advisors’s Unilever UL Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-21
Closed -$1K – 472
2023
Q1 		$1K Hold
21
– – ﹤0.01% 314
2022
Q4 		$1K Buy
+21
New +$1.12K ﹤0.01% 321

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Bank of America
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McClarren Financial Advisors's UL Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Unilever (UL) in Q2 2023, closing a stake of 21 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in UL in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 21 Unilever shares in Q2 2023, an estimated $1K.
  • McClarren Financial Advisors first reported a position in Unilever in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Unilever position peaked at $1K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.