Personal Capital Advisors’s Unilever UL Stock Holding History

Personal Capital 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 Q4	$333K	Sell	5,872 -5	-0.1%	-$268	﹤0.01%	362
2022 Q3	$290K	Buy	5,877 +316	+6%	+$16.5K	﹤0.01%	363
2022 Q2	$287K	Hold	5,561	–	–	﹤0.01%	363
2022 Q1	$285K	Sell	5,561 -573	-9%	-$31.9K	﹤0.01%	400
2021 Q4	$371K	Buy	6,134 +351	+6%	+$20.9K	﹤0.01%	393
2021 Q3	$353K	Sell	5,783 -79	-1%	-$5.03K	﹤0.01%	368
2021 Q2	$386K	Sell	5,862 -188	-3%	-$12.5K	﹤0.01%	350
2021 Q1	$380K	Sell	6,050 -9	-0.1%	-$573	﹤0.01%	348
2020 Q4	$411K	Buy	6,059 +3,089	+104%	+$210K	﹤0.01%	326
2020 Q3	$206K	Buy	+2,970	New	+$198K	﹤0.01%	397
2018 Q4	–	Sell	-3,479	Closed	-$215K	–	325
2018 Q3	$215K	Buy	+3,479	New	+$219K	﹤0.01%	287
2018 Q1	–	Sell	-3,228	Closed	-$201K	–	276
2017 Q4	$201K	Buy	+3,228	New	+$205K	﹤0.01%	247

Other funds holding UL

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Personal Capital Advisors's UL Position: Q4 2022 in Review

Personal Capital Advisors reduced its Unilever (UL) stake by 0.09% in Q4 2022, selling an estimated $268 and leaving 5,872 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Personal Capital Advisors first reported a position in UL in Q4 2017 and has held it in 12 quarters since. The position peaked at $411K in Q4 2020. 1,103 funds tracked by Wall St. Rank hold UL as of Q4 2022.

Personal Capital Advisors held 5,872 shares of Unilever worth $333K as of Q4 2022.
Personal Capital Advisors sold 5 Unilever shares in Q4 2022, an estimated $268.
Unilever made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #362 holding.
Personal Capital Advisors first reported a position in Unilever in Q4 2017 and has held it in 12 quarters since.
Personal Capital Advisors's Unilever position peaked at $411K in Q4 2020.
1,103 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.