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Moody Lynn & Lieberson’s Unilever UL Stock Holding History

Moody Lynn & Lieberson’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
2024
Q4 		– Sell
-3,204
Closed -$234K – 263
2024
Q3 		$234K Buy
+3,204
New +$221K 0.01% 233
2022
Q1 		– Sell
-3,968
Closed -$240K – 257
2021
Q4 		$240K Sell
3,968
-439
-10% -$26.1K 0.02% 216
2021
Q3 		$269K Hold
4,407
– – 0.02% 203
2021
Q2 		$290K Buy
4,407
+306
+7% +$20.3K 0.02% 193
2021
Q1 		$258K Sell
4,101
-250
-6% -$15.9K 0.02% 202
2020
Q4 		$295K Buy
+4,351
New +$295K 0.03% 181
2020
Q3 		– Sell
-3,907
Closed -$241K – 207
2020
Q2 		$241K Buy
+3,907
New +$233K 0.03% 171

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $530B AUM 22.01% 1-Year Est. Return

Moody Lynn & Lieberson's UL Position: Q4 2024 in Review

Moody Lynn & Lieberson sold out of Unilever (UL) in Q4 2024, closing a stake of 3,204 shares — an estimated $234K sold.

Moody Lynn & Lieberson first reported a position in UL in Q2 2020 and held it in 7 quarters. The position peaked at $295K in Q4 2020. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Moody Lynn & Lieberson reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,204 Unilever shares in Q4 2024, an estimated $234K.
  • Moody Lynn & Lieberson first reported a position in Unilever in Q2 2020 and held it in 7 quarters.
  • Moody Lynn & Lieberson's Unilever position peaked at $295K in Q4 2020.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2024, filed 21 Jan 2025.