PrairieView Partners’s Unilever UL Stock Holding History

PrairieView Partners’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 Q1	–	Sell	-60	Closed	-$3K	–	499
2022 Q4	$3K	Hold	60	–	–	﹤0.01%	405
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	380
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	401
2022 Q1	$3K	Sell	60 -178	-75%	-$9.91K	﹤0.01%	392
2021 Q4	$14K	Sell	238 -320	-57%	-$19K	﹤0.01%	304
2021 Q3	$34K	Buy	558 +320	+134%	+$20.4K	0.01%	202
2021 Q2	$16K	Hold	238	–	–	﹤0.01%	243
2021 Q1	$15K	Hold	238	–	–	﹤0.01%	242
2020 Q4	$16K	Buy	238 +60	+34%	+$4.07K	﹤0.01%	225
2020 Q3	$12K	Hold	178	–	–	﹤0.01%	232
2020 Q2	$11K	Hold	178	–	–	﹤0.01%	231
2020 Q1	$10K	Buy	+178	New	+$11.2K	﹤0.01%	226

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

PrairieView Partners's UL Position: Q1 2023 in Review

PrairieView Partners sold out of Unilever (UL) in Q1 2023, closing a stake of 60 shares — an estimated $3K sold.

PrairieView Partners first reported a position in UL in Q1 2020 and held it in 12 quarters. The position peaked at $34K in Q3 2021. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

PrairieView Partners reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
PrairieView Partners sold 60 Unilever shares in Q1 2023, an estimated $3K.
PrairieView Partners first reported a position in Unilever in Q1 2020 and held it in 12 quarters.
PrairieView Partners's Unilever position peaked at $34K in Q3 2021.
1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.