Michael J. Puzo’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,867
| Closed | -$285K | – | 79 |
|
|
2023
Q2 | $285K | Sell |
4,867
-910
| -16% | -$54K | 0.09% | 68 |
|
|
2023
Q1 | $337K | Sell |
5,777
-3,933
| -41% | -$223K | 0.11% | 66 |
|
|
2022
Q4 | $550K | Sell |
9,710
-4,814
| -33% | -$258K | 0.2% | 59 |
|
|
2022
Q3 | $717K | Sell |
14,524
-23,080
| -61% | -$1.21M | 0.27% | 52 |
|
|
2022
Q2 | $1.94M | Sell |
37,604
-37,777
| -50% | -$1.92M | 0.69% | 42 |
|
|
2022
Q1 | $3.86M | Sell |
75,381
-16,596
| -18% | -$924K | 1.16% | 33 |
|
|
2021
Q4 | $5.57M | Buy |
91,977
+2,907
| +3% | +$173K | 1.57% | 28 |
|
|
2021
Q3 | $5.43M | Buy |
89,070
+1,851
| +2% | +$118K | 1.72% | 25 |
|
|
2021
Q2 | $5.74M | Buy |
87,219
+1,780
| +2% | +$118K | 1.78% | 26 |
|
|
2021
Q1 | $5.37M | Buy |
85,439
+2,925
| +4% | +$186K | 1.71% | 26 |
|
|
2020
Q4 | $5.6M | Buy |
82,514
+1,044
| +1% | +$70.8K | 1.83% | 24 |
|
|
2020
Q3 | $5.65M | Buy |
81,470
+173
| +0.2% | +$11.5K | 2.01% | 21 |
|
|
2020
Q2 | $5.02M | Buy |
81,297
+1,349
| +2% | +$80.6K | 1.88% | 22 |
|
|
2020
Q1 | $4.55M | Buy |
79,948
+3,419
| +4% | +$214K | 2% | 18 |
|
|
2019
Q4 | $4.92M | Sell |
76,529
-467
| -0.6% | -$31K | 1.76% | 23 |
|
|
2019
Q3 | $5.21M | Buy |
76,996
+673
| +0.9% | +$46.6K | 1.96% | 22 |
|
|
2019
Q2 | $5.32M | Sell |
76,323
-521
| -0.7% | -$35.4K | 1.98% | 22 |
|
|
2019
Q1 | $4.99M | Buy |
76,844
+329
| +0.4% | +$20K | 1.95% | 22 |
|
|
2018
Q4 | $4.5M | Sell |
76,515
-284
| -0.4% | -$17.1K | 2% | 22 |
|
|
2018
Q3 | $4.75M | Buy |
76,799
+6,647
| +9% | +$419K | 1.79% | 25 |
|
|
2018
Q2 | $4.36M | Buy |
70,152
+2,917
| +4% | +$181K | 1.85% | 23 |
|
|
2018
Q1 | $4.2M | Buy |
67,235
+1,005
| +2% | +$61.2K | 1.79% | 23 |
|
|
2017
Q4 | $4.12M | Buy |
66,230
+13,410
| +25% | +$850K | 1.7% | 25 |
|
|
2017
Q3 | $3.44M | Buy |
52,820
+583
| +1% | +$37.5K | 1.79% | 24 |
|
|
2017
Q2 | $3.18M | Buy |
52,237
+2,401
| +5% | +$143K | 1.72% | 23 |
|
|
2017
Q1 | $2.77M | Buy |
49,836
+1,836
| +4% | +$92.9K | 1.54% | 23 |
|
|
2016
Q4 | $2.2M | Sell |
48,000
-8,644
| -15% | -$403K | 1.27% | 29 |
|
|
2016
Q3 | $3.02M | Buy |
56,644
+11,653
| +26% | +$615K | 1.74% | 21 |
|
|
2016
Q2 | $2.42M | Buy |
44,991
+4,902
| +12% | +$252K | 1.6% | 23 |
|
|
2016
Q1 | $2.04M | Buy |
40,089
+2,782
| +7% | +$135K | 1.35% | 27 |
|
|
2015
Q4 | $1.81M | Buy |
37,307
+17,196
| +86% | +$839K | 1.26% | 28 |
|
|
2015
Q3 | $923K | Buy |
20,111
+11,462
| +133% | +$548K | 0.66% | 41 |
|
|
2015
Q2 | $418K | Buy |
+8,649
| New | +$428K | 0.27% | 65 |
|
Other funds holding UL
Michael J. Puzo's UL Position: Q3 2023 in Review
Michael J. Puzo sold out of Unilever (UL) in Q3 2023, closing a stake of 4,867 shares — an estimated $285K sold.
Michael J. Puzo first reported a position in UL in Q2 2015 and held it in 33 quarters. The position peaked at $5.74M in Q2 2021. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.
- Michael J. Puzo reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
- Michael J. Puzo sold 4,867 Unilever shares in Q3 2023, an estimated $285K.
- Michael J. Puzo first reported a position in Unilever in Q2 2015 and held it in 33 quarters.
- Michael J. Puzo's Unilever position peaked at $5.74M in Q2 2021.
- 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.
Based on Michael J. Puzo's 13F filing for Q3 2023, filed 14 Nov 2023.