Poehling Capital Management’s Unilever UL Stock Holding History

Poehling Capital Management’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	-26,514	Closed	-$1.55M	–	126
2023 Q1	$1.55M	Sell	26,514 -315	-1%	-$17.9K	0.52%	62
2022 Q4	$1.52M	Buy	+26,829	New	+$1.44M	0.57%	56
2018 Q3	–	Sell	-667	Closed	-$41K	–	245
2018 Q2	$41K	Hold	667	–	–	0.04%	164
2018 Q1	$42K	Buy	+667	New	+$40.6K	0.03%	160

Other funds holding UL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Poehling Capital Management's UL Position: Q2 2023 in Review

Poehling Capital Management sold out of Unilever (UL) in Q2 2023, closing a stake of 26,514 shares — an estimated $1.55M sold.

Poehling Capital Management first reported a position in UL in Q1 2018 and held it in 4 quarters. The position peaked at $1.55M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold UL as of Q2 2023.

Poehling Capital Management reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
Poehling Capital Management sold 26,514 Unilever shares in Q2 2023, an estimated $1.55M.
Poehling Capital Management first reported a position in Unilever in Q1 2018 and held it in 4 quarters.
Poehling Capital Management's Unilever position peaked at $1.55M in Q1 2023.
1,084 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Poehling Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.