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OmniStar Financial Group’s Unilever UL Stock Holding History

OmniStar 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
Q1 		– Sell
-17,653
Closed -$963K – 150
2023
Q4 		$963K Sell
17,653
-336
-2% -$18.1K 1.21% 19
2023
Q3 		$1M Buy
17,989
+1,112
+7% +$64.3K 1.19% 22
2023
Q2 		$990K Buy
16,877
+729
+5% +$43.3K 1.16% 22
2023
Q1 		$943K Sell
16,148
-728
-4% -$41.4K 1.2% 24
2022
Q4 		$956K Buy
16,876
+750
+5% +$40.1K 1.09% 29
2022
Q3 		$795K Sell
16,126
-892
-5% -$46.6K 0.95% 37
2022
Q2 		$877K Sell
17,018
-137
-0.8% -$6.98K 0.97% 38
2022
Q1 		$879K Buy
17,155
+2,557
+18% +$142K 0.87% 43
2021
Q4 		$883K Buy
14,598
+93
+0.6% +$5.52K 0.9% 38
2021
Q3 		$884K Buy
+14,505
New +$924K 1.04% 34
2021
Q2 		– Sell
-14,887
Closed -$990K – 174
2021
Q1 		$935K Sell
14,887
-9,754
-40% -$621K 1.19% 28
2020
Q4 		$1.67M Buy
+24,641
New +$1.67M 1.17% 29

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OmniStar Financial Group's UL Position: Q1 2024 in Review

OmniStar Financial Group sold out of Unilever (UL) in Q1 2024, closing a stake of 17,653 shares — an estimated $963K sold.

OmniStar Financial Group first reported a position in UL in Q4 2020 and held it in 12 quarters. The position peaked at $1.67M in Q4 2020. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • OmniStar Financial Group reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • OmniStar Financial Group sold 17,653 Unilever shares in Q1 2024, an estimated $963K.
  • OmniStar Financial Group first reported a position in Unilever in Q4 2020 and held it in 12 quarters.
  • OmniStar Financial Group's Unilever position peaked at $1.67M in Q4 2020.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on OmniStar Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.