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Planned Solutions’s Unilever UL Stock Holding History

Planned Solutions’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
-800
Closed -$58.5K – 592
2024
Q3 		$58.5K Buy
+800
New +$55.3K 0.02% 286
2024
Q1 		– Sell
-800
Closed -$43.6K – 513
2023
Q4 		$43.6K Buy
+800
New +$43.2K 0.02% 300
2021
Q1 		– Sell
-800
Closed -$54K – 381
2020
Q4 		$54K Hold
800
– – 0.04% 186
2020
Q3 		$56K Buy
+800
New +$53.4K 0.05% 135

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Planned Solutions's UL Position: Q4 2024 in Review

Planned Solutions sold out of Unilever (UL) in Q4 2024, closing a stake of 800 shares — an estimated $58.5K sold.

Planned Solutions first reported a position in UL in Q3 2020 and held it in 4 quarters. The position peaked at $58.5K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Planned Solutions reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 800 Unilever shares in Q4 2024, an estimated $58.5K.
  • Planned Solutions first reported a position in Unilever in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Unilever position peaked at $58.5K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.