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Plimoth Trust’s Unilever UL Stock Holding History

Plimoth Trust’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
2023
Q2 		– Sell
-4,089
Closed -$239K – 159
2023
Q1 		$239K Sell
4,089
-89
-2% -$5.06K 0.07% 154
2022
Q4 		$237K Sell
4,178
-120
-3% -$6.42K 0.08% 156
2022
Q3 		$212K Hold
4,298
– – 0.07% 153
2022
Q2 		$222K Sell
4,298
-382
-8% -$19.5K 0.07% 159
2022
Q1 		$240K Sell
4,680
-213
-4% -$11.9K 0.06% 162
2021
Q4 		$296K Sell
4,893
-89
-2% -$5.29K 0.08% 151
2021
Q3 		$304K Buy
4,982
+13
+0.3% +$828 0.09% 146
2021
Q2 		$328K Hold
4,969
– – 0.09% 145
2021
Q1 		$312K Buy
4,969
+231
+5% +$14.7K 0.09% 147
2020
Q4 		$321K Buy
4,738
+1,102
+30% +$74.8K 0.1% 142
2020
Q3 		$253K Sell
3,636
-368
-9% -$24.6K 0.08% 149
2020
Q2 		$248K Sell
4,004
-574
-13% -$34.3K 0.09% 150
2020
Q1 		$261K Sell
4,578
-13
-0.3% -$816 0.11% 143
2019
Q4 		$296K Sell
4,591
-27
-0.6% -$1.79K 0.1% 163
2019
Q3 		$312K Buy
4,618
+169
+4% +$11.7K 0.1% 168
2019
Q2 		$311K Buy
4,449
+169
+4% +$11.5K 0.1% 170
2019
Q1 		$278K Hold
4,280
– – 0.09% 171
2018
Q4 		$251K Sell
4,280
-258
-6% -$15.6K 0.09% 172
2018
Q3 		$281K Sell
4,538
-231
-5% -$14.6K 0.09% 170
2018
Q2 		$297K Sell
4,769
-289
-6% -$18K 0.1% 166
2018
Q1 		$316K Sell
5,058
-369
-7% -$22.5K 0.11% 167
2017
Q4 		$338K Buy
+5,427
New +$344K 0.12% 152

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plimoth Trust's UL Position: Q2 2023 in Review

Plimoth Trust sold out of Unilever (UL) in Q2 2023, closing a stake of 4,089 shares — an estimated $239K sold.

Plimoth Trust first reported a position in UL in Q4 2017 and held it in 22 quarters. The position peaked at $338K in Q4 2017. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Plimoth Trust reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Plimoth Trust sold 4,089 Unilever shares in Q2 2023, an estimated $239K.
  • Plimoth Trust first reported a position in Unilever in Q4 2017 and held it in 22 quarters.
  • Plimoth Trust's Unilever position peaked at $338K in Q4 2017.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Plimoth Trust's 13F filing for Q2 2023, filed 24 Jul 2023.