Parisi Gray Wealth Management’s Unilever UL Stock Holding History

Parisi Gray 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	-104	Closed	-$7K	–	524
2021 Q2	$7K	Buy	+104	New	+$6.92K	﹤0.01%	496
2019 Q2	–	Sell	-156	Closed	-$10K	–	430
2019 Q1	$10K	Hold	156	–	–	0.01%	386
2018 Q4	$9K	Hold	156	–	–	0.01%	412
2018 Q3	$10K	Hold	156	–	–	0.01%	410
2018 Q2	$10K	Hold	156	–	–	0.01%	420
2018 Q1	$10K	Hold	156	–	–	0.01%	445
2017 Q4	$10K	Buy	+156	New	+$9.89K	0.01%	459

Other funds holding UL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Parisi Gray Wealth Management's UL Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Unilever (UL) in Q3 2021, closing a stake of 104 shares — an estimated $7K sold.

Parisi Gray Wealth Management first reported a position in UL in Q4 2017 and held it in 7 quarters. The position peaked at $10K in Q1 2019. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 104 Unilever shares in Q3 2021, an estimated $7K.
Parisi Gray Wealth Management first reported a position in Unilever in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Unilever position peaked at $10K in Q1 2019.
1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.