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POM Investment Strategies’s Unilever UL Stock Holding History

POM Investment Strategies’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
Q3 		– Sell
-76
Closed -$4.73K – 372
2024
Q2 		$4.73K Buy
+76
New +$4.49K ﹤0.01% 228

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

POM Investment Strategies's UL Position: Q3 2024 in Review

POM Investment Strategies sold out of Unilever (UL) in Q3 2024, closing a stake of 76 shares — an estimated $4.73K sold.

POM Investment Strategies first reported a position in UL in Q2 2024 and held it in 1 quarter. The position peaked at $4.73K in Q2 2024. 1,175 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • POM Investment Strategies reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 76 Unilever shares in Q3 2024, an estimated $4.73K.
  • POM Investment Strategies first reported a position in Unilever in Q2 2024 and held it in 1 quarter.
  • POM Investment Strategies's Unilever position peaked at $4.73K in Q2 2024.
  • 1,175 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.