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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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

One Wealth Advisors's UL Position: Q1 2023 in Review

One Wealth Advisors sold out of Unilever (UL) in Q1 2023, closing a stake of 546 shares — an estimated $30.9K sold.

One Wealth Advisors first reported a position in UL in Q4 2017 and held it in 16 quarters. The position peaked at $301K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • One Wealth Advisors reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 546 Unilever shares in Q1 2023, an estimated $30.9K.
  • One Wealth Advisors first reported a position in Unilever in Q4 2017 and held it in 16 quarters.
  • One Wealth Advisors's Unilever position peaked at $301K in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.