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Nations Financial Group’s Unilever UL Stock Holding History

Nations Financial Group’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
-2,780
Closed -$203K – 714
2024
Q3 		$203K Buy
+2,780
New +$192K 0.01% 644
2023
Q2 		– Sell
-18,171
Closed -$1.06M – 644
2023
Q1 		$1.06M Buy
+18,171
New +$1.03M 0.11% 217

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State Farm Mutual Automobile Insurance
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GQG Partners
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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
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nations Financial Group's UL Position: Q4 2024 in Review

Nations Financial Group sold out of Unilever (UL) in Q4 2024, closing a stake of 2,780 shares — an estimated $203K sold.

Nations Financial Group first reported a position in UL in Q1 2023 and held it in 2 quarters. The position peaked at $1.06M in Q1 2023. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Nations Financial Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 2,780 Unilever shares in Q4 2024, an estimated $203K.
  • Nations Financial Group first reported a position in Unilever in Q1 2023 and held it in 2 quarters.
  • Nations Financial Group's Unilever position peaked at $1.06M in Q1 2023.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.