Peterson Financial Group’s Unilever UL Stock Holding History

Peterson Financial Group’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
2024 Q3	$6.25K	Buy	+85	New	+$5.88K	0.02%	265

Other funds holding UL

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peterson Financial Group's UL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Unilever (UL) in Q3 2024: 85 shares worth $6.25K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings.

1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

Peterson Financial Group held 85 shares of Unilever worth $6.25K as of Q3 2024.
Unilever was a new Peterson Financial Group position in Q3 2024.
Unilever made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #265 holding.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.