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Optimum Investment Advisors’s Unilever UL Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-109
Closed -$6K – 884
2022
Q2 		$6K Hold
109
– – ﹤0.01% 660
2022
Q1 		$6K Buy
+109
New +$6.07K ﹤0.01% 721
2020
Q1 		– Sell
-130
Closed -$8K – 949
2019
Q4 		$8K Hold
130
– – ﹤0.01% 808
2019
Q3 		$9K Buy
+130
New +$9.01K ﹤0.01% 823
2015
Q1 		$9K Buy
200
+22
+12% +$1.05K ﹤0.01% 813
2014
Q4 		$8K Hold
178
– – ﹤0.01% 872
2014
Q3 		$8K Buy
+178
New +$8.79K ﹤0.01% 790
2013
Q4 		– Sell
-113
Closed -$5K – 770
2013
Q3 		$5K Buy
+113
New +$5.13K ﹤0.01% 640

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's UL Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Unilever (UL) in Q3 2022, closing a stake of 109 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in UL in Q3 2013 and held it in 8 quarters. The position peaked at $9K in Q3 2019. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 109 Unilever shares in Q3 2022, an estimated $6K.
  • Optimum Investment Advisors first reported a position in Unilever in Q3 2013 and held it in 8 quarters.
  • Optimum Investment Advisors's Unilever position peaked at $9K in Q3 2019.
  • 1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.