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Rational Advisors’s Unilever UL Stock Holding History

Rational 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
2023
Q4 		– Sell
-423
Closed -$24.8K – 273
2023
Q3 		$24.8K Hold
423
– – ﹤0.01% 205
2023
Q2 		$24.8K Hold
423
– – ﹤0.01% 195
2023
Q1 		$24.7K Hold
423
– – ﹤0.01% 186
2022
Q4 		$24K Hold
423
– – ﹤0.01% 164
2022
Q3 		$21K Hold
423
– – ﹤0.01% 165
2022
Q2 		$22K Buy
423
+11
+3% +$560 ﹤0.01% 170
2022
Q1 		$21K Buy
+412
New +$22.9K ﹤0.01% 181
2013
Q3 		– Sell
-30,400
Closed -$1.38M – 904
2013
Q2 		$1.38M Buy
+30,400
New +$1.44M 0.12% 284

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rational Advisors's UL Position: Q4 2023 in Review

Rational Advisors sold out of Unilever (UL) in Q4 2023, closing a stake of 423 shares — an estimated $24.8K sold.

Rational Advisors first reported a position in UL in Q2 2013 and held it in 8 quarters. The position peaked at $1.38M in Q2 2013. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Rational Advisors reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 423 Unilever shares in Q4 2023, an estimated $24.8K.
  • Rational Advisors first reported a position in Unilever in Q2 2013 and held it in 8 quarters.
  • Rational Advisors's Unilever position peaked at $1.38M in Q2 2013.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.