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Monterey Private Wealth’s Unilever UL Stock Holding History

Monterey Private Wealth’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
2022
Q2 		– Sell
-4,324
Closed -$225K – 121
2022
Q1 		$225K Buy
+4,324
New +$241K 0.11% 108

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Monterey Private Wealth's UL Position: Q2 2022 in Review

Monterey Private Wealth sold out of Unilever (UL) in Q2 2022, closing a stake of 4,324 shares — an estimated $225K sold.

Monterey Private Wealth first reported a position in UL in Q1 2022 and held it in 1 quarter. The position peaked at $225K in Q1 2022. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Monterey Private Wealth reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 4,324 Unilever shares in Q2 2022, an estimated $225K.
  • Monterey Private Wealth first reported a position in Unilever in Q1 2022 and held it in 1 quarter.
  • Monterey Private Wealth's Unilever position peaked at $225K in Q1 2022.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.