MWM
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MinichMacGregor Wealth Management’s Unilever UL Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-514
Closed -$29.2K – 610
2022
Q4 		$29.2K Buy
+514
New +$27.5K 0.01% 243
2018
Q4 		– Sell
-232
Closed -$14K – 492
2018
Q3 		$14K Buy
232
+161
+227% +$10.2K 0.01% 276
2018
Q2 		$4K Hold
71
– – ﹤0.01% 411
2018
Q1 		$4K Hold
71
– – ﹤0.01% 395
2017
Q4 		$4K Hold
71
– – ﹤0.01% 387
2017
Q3 		$4K Hold
71
– – ﹤0.01% 366
2017
Q2 		$4K Hold
71
– – ﹤0.01% 364
2017
Q1 		$3K Hold
71
– – ﹤0.01% 372
2016
Q4 		$3K Hold
71
– – ﹤0.01% 369
2016
Q3 		$3K Hold
71
– – ﹤0.01% 368
2016
Q2 		$3K Hold
71
– – ﹤0.01% 354
2016
Q1 		$3K Hold
71
– – ﹤0.01% 345
2015
Q4 		$3K Buy
+71
New +$3.46K ﹤0.01% 318

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return