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Menlo Advisors’s Unilever UL Stock Holding History

Menlo 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
2022
Q1 		– Sell
-58,571
Closed -$3.54M – 47
2021
Q4 		$3.54M Buy
58,571
+8,534
+17% +$507K 1.76% 22
2021
Q3 		$3.05M Buy
50,037
+600
+1% +$38.2K 1.61% 25
2021
Q2 		$3.25M Buy
49,437
+5,377
+12% +$358K 1.75% 24
2021
Q1 		$2.77M Buy
+44,060
New +$2.81M 1.65% 25

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Menlo Advisors's UL Position: Q1 2022 in Review

Menlo Advisors sold out of Unilever (UL) in Q1 2022, closing a stake of 58,571 shares — an estimated $3.54M sold.

Menlo Advisors first reported a position in UL in Q1 2021 and held it in 4 quarters. The position peaked at $3.54M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Menlo Advisors reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Menlo Advisors sold 58,571 Unilever shares in Q1 2022, an estimated $3.54M.
  • Menlo Advisors first reported a position in Unilever in Q1 2021 and held it in 4 quarters.
  • Menlo Advisors's Unilever position peaked at $3.54M in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Menlo Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.