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	–	491
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

MinichMacGregor Wealth Management's UL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Unilever (UL) in Q1 2023, closing a stake of 514 shares — an estimated $29.2K sold.

MinichMacGregor Wealth Management first reported a position in UL in Q4 2015 and held it in 13 quarters. The position peaked at $29.2K in Q4 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 514 Unilever shares in Q1 2023, an estimated $29.2K.
MinichMacGregor Wealth Management first reported a position in Unilever in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Unilever position peaked at $29.2K in Q4 2022.
1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.