PCA
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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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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