PO
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Private Ocean’s Unilever UL Stock Holding History

Private Ocean’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
Q2 		– Sell
-150
Closed -$8.48K – 682
2024
Q1 		$8.48K Buy
+150
New +$8.31K ﹤0.01% 376
2023
Q4 		– Sell
-61
Closed -$3.41K – 544
2023
Q3 		$3.41K Sell
61
-2
-3% -$116 ﹤0.01% 423
2023
Q2 		$3.7K Buy
63
+2
+3% +$119 ﹤0.01% 457
2023
Q1 		$3.58K Buy
+61
New +$3.47K ﹤0.01% 490
2022
Q4 		– Sell
-192
Closed -$9K – 634
2022
Q3 		$9K Buy
192
+184
+2,300% +$9.61K ﹤0.01% 385
2022
Q2 		$0 Hold
8
– – ﹤0.01% 662
2022
Q1 		$0 Buy
+8
New +$445 ﹤0.01% 709
2021
Q2 		– Sell
-9
Closed -$1K – 594
2021
Q1 		$1K Buy
+9
New +$573 ﹤0.01% 567

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Ocean's UL Position: Q2 2024 in Review

Private Ocean sold out of Unilever (UL) in Q2 2024, closing a stake of 150 shares — an estimated $8.48K sold.

Private Ocean first reported a position in UL in Q1 2021 and held it in 8 quarters. The position peaked at $9K in Q3 2022. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Private Ocean reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 150 Unilever shares in Q2 2024, an estimated $8.48K.
  • Private Ocean first reported a position in Unilever in Q1 2021 and held it in 8 quarters.
  • Private Ocean's Unilever position peaked at $9K in Q3 2022.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.