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Milestone Investment Advisors’s Unilever UL Stock Holding History

Milestone Investment 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
Q4 		– Sell
-376
Closed -$20.9K – 420
2023
Q3 		$20.9K Buy
+376
New +$21.7K 0.01% 253
2023
Q2 		– Sell
-383
Closed -$22.4K – 415
2023
Q1 		$22.4K Buy
+383
New +$21.8K 0.01% 260

Other funds holding UL

Wellington Management Group
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Investment Advisors's UL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Unilever (UL) in Q4 2023, closing a stake of 376 shares — an estimated $20.9K sold.

Milestone Investment Advisors first reported a position in UL in Q1 2023 and held it in 2 quarters. The position peaked at $22.4K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 376 Unilever shares in Q4 2023, an estimated $20.9K.
  • Milestone Investment Advisors first reported a position in Unilever in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Unilever position peaked at $22.4K in Q1 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.