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Peloton Wealth Strategists’s Unilever UL Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-13,333
Closed -$807K – 93
2021
Q4 		$807K Sell
13,333
-16,311
-55% -$969K 0.32% 67
2021
Q3 		$1.81M Sell
29,644
-1,423
-5% -$90.7K 0.74% 49
2021
Q2 		$2.04M Buy
31,067
+3,879
+14% +$258K 0.84% 47
2021
Q1 		$1.71M Buy
27,188
+1,046
+4% +$66.6K 0.8% 46
2020
Q4 		$1.77M Buy
26,142
+6,666
+34% +$452K 0.88% 44
2020
Q3 		$1.35M Buy
19,476
+10,454
+116% +$698K 0.76% 50
2020
Q2 		$557K Buy
+9,022
New +$539K 0.35% 59

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Peloton Wealth Strategists's UL Position: Q1 2022 in Review

Peloton Wealth Strategists sold out of Unilever (UL) in Q1 2022, closing a stake of 13,333 shares — an estimated $807K sold.

Peloton Wealth Strategists first reported a position in UL in Q2 2020 and held it in 7 quarters. The position peaked at $2.04M in Q2 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Peloton Wealth Strategists reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Peloton Wealth Strategists sold 13,333 Unilever shares in Q1 2022, an estimated $807K.
  • Peloton Wealth Strategists first reported a position in Unilever in Q2 2020 and held it in 7 quarters.
  • Peloton Wealth Strategists's Unilever position peaked at $2.04M in Q2 2021.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Peloton Wealth Strategists's 13F filing for Q1 2022, filed 9 May 2022.