PCM
UL icon

Pointe Capital Management’s Unilever UL Stock Holding History

Pointe 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
-53
Closed -$3.12K – 372
2023
Q1 		$3.12K Buy
+53
New +$3.01K ﹤0.01% 360

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

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

Pointe Capital Management sold out of Unilever (UL) in Q2 2023, closing a stake of 53 shares — an estimated $3.12K sold.

Pointe Capital Management first reported a position in UL in Q1 2023 and held it in 1 quarter. The position peaked at $3.12K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Pointe Capital Management reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 53 Unilever shares in Q2 2023, an estimated $3.12K.
  • Pointe Capital Management first reported a position in Unilever in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Unilever position peaked at $3.12K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

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