PIA
UL icon

Powell Investment Advisors’s Unilever UL Stock Holding History

Powell Investment Advisors’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
2021
Q4 		– Sell
-3,378
Closed -$206K – 139
2021
Q3 		$206K Hold
3,378
– – 0.13% 96
2021
Q2 		$222K Hold
3,378
– – 0.14% 93
2021
Q1 		$212K Hold
3,378
– – 0.14% 92
2020
Q4 		$229K Hold
3,378
– – 0.17% 80
2020
Q3 		$234K Sell
3,378
-7,422
-69% -$495K 0.2% 77
2020
Q2 		$667K Hold
10,800
– – 0.64% 26
2020
Q1 		$614K Hold
10,800
– – 0.74% 28
2019
Q4 		$695K Buy
+10,800
New +$717K 0.72% 28

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Powell Investment Advisors's UL Position: Q4 2021 in Review

Powell Investment Advisors sold out of Unilever (UL) in Q4 2021, closing a stake of 3,378 shares — an estimated $206K sold.

Powell Investment Advisors first reported a position in UL in Q4 2019 and held it in 8 quarters. The position peaked at $695K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Powell Investment Advisors reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Powell Investment Advisors sold 3,378 Unilever shares in Q4 2021, an estimated $206K.
  • Powell Investment Advisors first reported a position in Unilever in Q4 2019 and held it in 8 quarters.
  • Powell Investment Advisors's Unilever position peaked at $695K in Q4 2019.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Powell Investment Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.