Meridian Wealth Advisors’s Unilever UL Stock Holding History

Meridian Wealth 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 Q3	–	Sell	-6,894	Closed	-$404K	–	186
2023 Q2	$404K	Buy	+6,894	New	+$409K	0.1%	119
2022 Q4	–	Sell	-4,053	Closed	-$200K	–	199
2022 Q3	$200K	Hold	4,053	–	–	0.06%	178
2022 Q2	$209K	Sell	4,053 -4,839	-54%	-$246K	0.06%	183
2022 Q1	$456K	Buy	8,892 +1,910	+27%	+$106K	0.11%	135
2021 Q4	$423K	Sell	6,982 -188	-3%	-$11.2K	0.1%	130
2021 Q3	$437K	Buy	7,170 +162	+2%	+$10.3K	0.12%	128
2021 Q2	$461K	Buy	7,008 +724	+12%	+$48.1K	0.13%	127
2021 Q1	$395K	Buy	6,284 +344	+6%	+$21.9K	0.13%	124
2020 Q4	$403K	Buy	+5,940	New	+$403K	0.15%	117
2019 Q1	–	Sell	-110	Closed	-$6K	–	372
2018 Q4	$6K	Buy	+110	New	+$6.63K	﹤0.01%	427

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meridian Wealth Advisors's UL Position: Q3 2023 in Review

Meridian Wealth Advisors sold out of Unilever (UL) in Q3 2023, closing a stake of 6,894 shares — an estimated $404K sold.

Meridian Wealth Advisors first reported a position in UL in Q4 2018 and held it in 10 quarters. The position peaked at $461K in Q2 2021. 1,066 funds tracked by Wall St. Rank hold UL as of Q3 2023.

Meridian Wealth Advisors reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 6,894 Unilever shares in Q3 2023, an estimated $404K.
Meridian Wealth Advisors first reported a position in Unilever in Q4 2018 and held it in 10 quarters.
Meridian Wealth Advisors's Unilever position peaked at $461K in Q2 2021.
1,066 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Meridian Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.