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Mystic Asset Management’s Unilever UL Stock Holding History

Mystic Asset 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
2024
Q4 		– Sell
-3,022
Closed -$221K – 225
2024
Q3 		$221K Buy
+3,022
New +$209K 0.08% 168
2023
Q1 		– Sell
-3,600
Closed -$204K – 152
2022
Q4 		$204K Buy
+3,600
New +$193K 0.12% 150
2022
Q1 		– Sell
-3,689
Closed -$223K – 387
2021
Q4 		$223K Buy
+3,689
New +$219K 0.11% 149

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Morgan Stanley
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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

Mystic Asset Management's UL Position: Q4 2024 in Review

Mystic Asset Management sold out of Unilever (UL) in Q4 2024, closing a stake of 3,022 shares — an estimated $221K sold.

Mystic Asset Management first reported a position in UL in Q4 2021 and held it in 3 quarters. The position peaked at $223K in Q4 2021. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Mystic Asset Management reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Mystic Asset Management sold 3,022 Unilever shares in Q4 2024, an estimated $221K.
  • Mystic Asset Management first reported a position in Unilever in Q4 2021 and held it in 3 quarters.
  • Mystic Asset Management's Unilever position peaked at $223K in Q4 2021.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Mystic Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.