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Oxler Private Wealth’s Unilever UL Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-2,996
Closed -$148K – 312
2022
Q3 		$148K Buy
2,996
+27
+0.9% +$1.41K 0.08% 109
2022
Q2 		$153K Buy
+2,969
New +$151K 0.07% 112
2021
Q1 		– Sell
-2,881
Closed -$195K – 207
2020
Q4 		$195K Buy
+2,881
New +$195K 0.11% 103

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PG
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Bank of America
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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 $530B AUM 22.01% 1-Year Est. Return

Oxler Private Wealth's UL Position: Q4 2022 in Review

Oxler Private Wealth sold out of Unilever (UL) in Q4 2022, closing a stake of 2,996 shares — an estimated $148K sold.

Oxler Private Wealth first reported a position in UL in Q4 2020 and held it in 3 quarters. The position peaked at $195K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Oxler Private Wealth reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 2,996 Unilever shares in Q4 2022, an estimated $148K.
  • Oxler Private Wealth first reported a position in Unilever in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Unilever position peaked at $195K in Q4 2020.
  • 1,105 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.