MFM
UL icon

MD Financial Management’s Unilever UL Stock Holding History

MD Financial 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
2021
Q4 		$60K Hold
993
– – ﹤0.01% 283
2021
Q3 		$61K Hold
993
– – ﹤0.01% 270
2021
Q2 		$65K Sell
993
-29,333
-97% -$1.95M ﹤0.01% 266
2021
Q1 		$1.91M Buy
30,326
+29,333
+2,954% +$1.87M 0.06% 123
2020
Q4 		$67K Buy
+993
New +$67.4K ﹤0.01% 61

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MD Financial Management's UL Position: Q4 2021 in Review

MD Financial Management held its Unilever (UL) position steady in Q4 2021 at 993 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

MD Financial Management first reported a position in UL in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • MD Financial Management held 993 shares of Unilever worth $60K as of Q4 2021.
  • MD Financial Management left its Unilever share count unchanged in Q4 2021.
  • Unilever made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #283 holding.
  • MD Financial Management first reported a position in Unilever in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Unilever position peaked at $1.91M in Q1 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.