Pinnacle Wealth Management Advisory Group’s Unilever UL Stock Holding History

Pinnacle Wealth Management Advisory 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 Q4	–	Sell	-2,957	Closed	-$216K	–	373
2024 Q3	$216K	Buy	+2,957	New	+$204K	0.02%	332
2023 Q4	–	Sell	-4,099	Closed	-$228K	–	351
2023 Q3	$228K	Sell	4,099 -89	-2%	-$5.14K	0.03%	280
2023 Q2	$246K	Hold	4,188	–	–	0.03%	274
2023 Q1	$245K	Hold	4,188	–	–	0.03%	264
2022 Q4	$237K	Hold	4,188	–	–	0.04%	259
2022 Q3	$207K	Buy	+4,188	New	+$219K	0.03%	255
2022 Q1	–	Sell	-4,688	Closed	-$284K	–	284
2021 Q4	$284K	Buy	4,688 +1,373	+41%	+$81.6K	0.05%	220
2021 Q3	$202K	Sell	3,315 -1,354	-29%	-$86.3K	0.05%	212
2021 Q2	$307K	Buy	+4,669	New	+$310K	0.07%	174

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's UL Position: Q4 2024 in Review

Pinnacle Wealth Management Advisory Group sold out of Unilever (UL) in Q4 2024, closing a stake of 2,957 shares — an estimated $216K sold.

Pinnacle Wealth Management Advisory Group first reported a position in UL in Q2 2021 and held it in 9 quarters. The position peaked at $307K in Q2 2021. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Pinnacle Wealth Management Advisory Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 2,957 Unilever shares in Q4 2024, an estimated $216K.
Pinnacle Wealth Management Advisory Group first reported a position in Unilever in Q2 2021 and held it in 9 quarters.
Pinnacle Wealth Management Advisory Group's Unilever position peaked at $307K in Q2 2021.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.