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Moser Wealth Advisors’s Unilever UL Stock Holding History

Moser Wealth 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
2021
Q3 		– Sell
-89
Closed -$6K – 148
2021
Q2 		$6K Hold
89
– – ﹤0.01% 123
2021
Q1 		$6K Hold
89
– – ﹤0.01% 117
2020
Q4 		$6K Hold
89
– – ﹤0.01% 111
2020
Q3 		$6K Buy
+89
New +$5.94K ﹤0.01% 111

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Moser Wealth Advisors's UL Position: Q3 2021 in Review

Moser Wealth Advisors sold out of Unilever (UL) in Q3 2021, closing a stake of 89 shares — an estimated $6K sold.

Moser Wealth Advisors first reported a position in UL in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • Moser Wealth Advisors reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • Moser Wealth Advisors sold 89 Unilever shares in Q3 2021, an estimated $6K.
  • Moser Wealth Advisors first reported a position in Unilever in Q3 2020 and held it in 4 quarters.
  • Moser Wealth Advisors's Unilever position peaked at $6K in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Moser Wealth Advisors's 13F filing for Q3 2021, filed 18 Oct 2021.