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One Wealth Advisors’s Unilever UL Stock Holding History

One 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
2023
Q1 		– Sell
-546
Closed -$30.9K – 568
2022
Q4 		$30.9K Buy
+546
New +$29.2K 0.01% 474
2022
Q2 		– Sell
-4,753
Closed -$244K – 213
2022
Q1 		$244K Buy
4,753
+771
+19% +$42.9K 0.06% 178
2021
Q4 		$241K Sell
3,982
-689
-15% -$40.9K 0.06% 169
2021
Q3 		$285K Buy
4,671
+97
+2% +$6.18K 0.08% 159
2021
Q2 		$301K Buy
4,574
+509
+13% +$33.8K 0.1% 125
2021
Q1 		$255K Buy
4,065
+348
+9% +$22.2K 0.1% 121
2020
Q4 		$252K Buy
3,717
+234
+7% +$15.9K 0.14% 97
2020
Q3 		$242K Buy
+3,483
New +$232K 0.17% 67
2019
Q4 		– Sell
-3,140
Closed -$212K – 129
2019
Q3 		$212K Sell
3,140
-183
-6% -$12.7K 0.19% 98
2019
Q2 		$232K Buy
3,323
+30
+0.9% +$2.04K 0.19% 98
2019
Q1 		$214K Sell
3,293
-105
-3% -$6.4K 0.17% 104
2018
Q4 		$200K Buy
3,398
+182
+6% +$11K 0.2% 96
2018
Q3 		$199K Sell
3,216
-15
-0.5% -$946 0.15% 123
2018
Q2 		$201K Sell
3,231
-24
-0.7% -$1.49K 0.16% 126
2018
Q1 		$203K Sell
3,255
-23
-0.7% -$1.4K 0.18% 114
2017
Q4 		$204K Buy
+3,278
New +$208K 0.17% 104

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $501B AUM 22.01% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return