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Provence Wealth Management Group’s Unilever UL Stock Holding History

Provence Wealth Management Group’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
Q4 		$14K Hold
256
– – 0.01% 289
2023
Q3 		$14.2K Buy
+256
New +$14.8K 0.01% 279

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Hotchkis & Wiley Capital Management
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Goldman Sachs
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Provence Wealth Management Group's UL Position: Q4 2023 in Review

Provence Wealth Management Group held its Unilever (UL) position steady in Q4 2023 at 256 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #289.

Provence Wealth Management Group first reported a position in UL in Q3 2023 and has held it in 2 quarters since. The position peaked at $14.2K in Q3 2023. 1,108 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Provence Wealth Management Group held 256 shares of Unilever worth $14K as of Q4 2023.
  • Provence Wealth Management Group left its Unilever share count unchanged in Q4 2023.
  • Unilever made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #289 holding.
  • Provence Wealth Management Group first reported a position in Unilever in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Unilever position peaked at $14.2K in Q3 2023.
  • 1,108 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.