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Point View Wealth Management’s Unilever UL Stock Holding History

Point View Wealth 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
2020
Q4 		$854K Buy
12,570
+12
+0.1% +$814 0.35% 96
2020
Q3 		$871K Sell
12,558
-214
-2% -$14.3K 0.41% 78
2020
Q2 		$789K Buy
12,772
+19
+0.1% +$1.14K 0.38% 92
2020
Q1 		$726K Buy
12,753
+271
+2% +$17K 0.4% 89
2019
Q4 		$803K Sell
12,482
-565
-4% -$37.5K 0.33% 104
2019
Q3 		$882K Sell
13,047
-491
-4% -$34K 0.4% 84
2019
Q2 		$944K Sell
13,538
-337
-2% -$22.9K 0.4% 82
2019
Q1 		$901K Sell
13,875
-49
-0.4% -$2.98K 0.4% 86
2018
Q4 		$818K Buy
13,924
+1,552
+13% +$93.5K 0.41% 85
2018
Q3 		$765K Sell
12,372
-30
-0.2% -$1.89K 0.34% 105
2018
Q2 		$771K Hold
12,402
– – 0.36% 98
2018
Q1 		$775K Buy
12,402
+633
+5% +$38.5K 0.37% 94
2017
Q4 		$733K Hold
11,769
– – 0.35% 100
2017
Q3 		$768K Sell
11,769
-217
-2% -$13.9K 0.37% 98
2017
Q2 		$730K Sell
11,986
-347
-3% -$20.7K 0.36% 101
2017
Q1 		$685K Buy
12,333
+3,985
+48% +$202K 0.35% 103
2016
Q4 		$382K Buy
8,348
+1,812
+28% +$84.5K 0.22% 152
2016
Q3 		$349K Sell
6,536
-29
-0.4% -$1.53K 0.21% 152
2016
Q2 		$354K Buy
6,565
+29
+0.4% +$1.49K 0.21% 143
2016
Q1 		$332K Buy
6,536
+247
+4% +$12K 0.21% 146
2015
Q4 		$305K Sell
6,289
-49
-0.8% -$2.39K 0.22% 142
2015
Q3 		$291K Buy
6,338
+184
+3% +$8.8K 0.23% 136
2015
Q2 		$297K Sell
6,154
-57
-0.9% -$2.82K 0.23% 142
2015
Q1 		$291K Buy
+6,211
New +$298K 0.22% 146

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Point View Wealth Management's UL Position: Q4 2020 in Review

Point View Wealth Management increased its Unilever (UL) stake by 0.1% in Q4 2020, buying an estimated $814 and bringing the position to 12,570 shares worth $854K. The position accounts for 0.35% of the portfolio, ranked #96.

Point View Wealth Management first reported a position in UL in Q1 2015 and has held it in 24 quarters since. The position peaked at $944K in Q2 2019. 1,052 funds tracked by Wall St. Rank hold UL as of Q4 2020.

  • Point View Wealth Management held 12,570 shares of Unilever worth $854K as of Q4 2020.
  • Point View Wealth Management bought 12 Unilever shares in Q4 2020, an estimated $814.
  • Unilever made up 0.35% of Point View Wealth Management's portfolio in Q4 2020, its #96 holding.
  • Point View Wealth Management first reported a position in Unilever in Q1 2015 and has held it in 24 quarters since.
  • Point View Wealth Management's Unilever position peaked at $944K in Q2 2019.
  • 1,052 funds tracked by Wall St. Rank held Unilever as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.