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Paradigm Strategies in Wealth Management’s Unilever UL Stock Holding History

Paradigm Strategies in Wealth Management’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
2021
Q3 		– Sell
-410
Closed -$27K – 221
2021
Q2 		$27K Sell
410
-190
-32% -$12.6K 0.02% 125
2021
Q1 		$38K Buy
+600
New +$38.2K 0.04% 111

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Paradigm Strategies in Wealth Management's UL Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Unilever (UL) in Q3 2021, closing a stake of 410 shares — an estimated $27K sold.

Paradigm Strategies in Wealth Management first reported a position in UL in Q1 2021 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 1,003 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 410 Unilever shares in Q3 2021, an estimated $27K.
  • Paradigm Strategies in Wealth Management first reported a position in Unilever in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Unilever position peaked at $38K in Q1 2021.
  • 1,003 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.