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Pinnacle Bancorp’s Unilever UL Stock Holding History

Pinnacle Bancorp’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 		– Sell
-123
Closed -$7.59K – 885
2024
Q2 		$7.59K Sell
123
-206
-63% -$12.2K ﹤0.01% 699
2024
Q1 		$18.6K Hold
329
– – 0.01% 562
2023
Q4 		$17.9K Buy
329
+49
+18% +$2.64K 0.01% 545
2023
Q3 		$15.6K Buy
280
+24
+9% +$1.39K 0.01% 540
2023
Q2 		$15K Hold
256
– – 0.01% 537
2023
Q1 		$15K Hold
256
– – 0.01% 543
2022
Q4 		$15K Buy
256
+25
+11% +$1.34K 0.01% 515
2022
Q3 		$11K Sell
231
-433
-65% -$22.6K ﹤0.01% 543
2022
Q2 		$34K Hold
664
– – 0.01% 383
2022
Q1 		$34K Buy
664
+252
+61% +$14K 0.01% 396
2021
Q4 		$25K Hold
412
– – 0.01% 445
2021
Q3 		$25K Hold
412
– – 0.01% 444
2021
Q2 		$27K Hold
412
– – 0.01% 443
2021
Q1 		$26K Hold
412
– – 0.01% 444
2020
Q4 		$28K Hold
412
– – 0.02% 418
2020
Q3 		$29K Sell
412
-128
-24% -$8.54K 0.02% 393
2020
Q2 		$33K Hold
540
– – 0.02% 347
2020
Q1 		$31K Sell
540
-60
-10% -$3.76K 0.03% 333
2019
Q4 		$39K Sell
600
-89
-13% -$5.91K 0.03% 344
2019
Q3 		$47K Buy
689
+89
+15% +$6.17K 0.03% 315
2019
Q2 		$42K Buy
600
+62
+12% +$4.21K 0.02% 335
2019
Q1 		$35K Hold
538
– – 0.02% 352
2018
Q4 		$32K Buy
+538
New +$32.4K 0.02% 354
2017
Q1 		$47K Buy
+850
New +$43K 0.03% 290

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Bancorp's UL Position: Q3 2024 in Review

Pinnacle Bancorp sold out of Unilever (UL) in Q3 2024, closing a stake of 123 shares — an estimated $7.59K sold.

Pinnacle Bancorp first reported a position in UL in Q1 2017 and held it in 24 quarters. The position peaked at $47K in Q3 2019. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Pinnacle Bancorp reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Bancorp sold 123 Unilever shares in Q3 2024, an estimated $7.59K.
  • Pinnacle Bancorp first reported a position in Unilever in Q1 2017 and held it in 24 quarters.
  • Pinnacle Bancorp's Unilever position peaked at $47K in Q3 2019.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Pinnacle Bancorp's 13F filing for Q3 2024, filed 9 Oct 2024.