Raymond James Financial Services Advisors’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$15.7M Sell
214,839
-48,052
-18% -$3.32M 0.02% 658
2024
Q2
$16.3M Sell
262,891
-9,442
-3% -$558K 0.02% 591
2024
Q1
$15.4M Sell
272,333
-22,045
-7% -$1.22M 0.02% 618
2023
Q4
$16.1M Buy
294,378
+136
+0% +$7.34K 0.03% 566
2023
Q3
$16.4M Buy
294,242
+5,216
+2% +$301K 0.03% 514
2023
Q2
$17M Buy
289,026
+7,118
+3% +$423K 0.03% 516
2023
Q1
$16.5M Sell
281,908
-8,747
-3% -$497K 0.03% 507
2022
Q4
$16.5M Buy
290,655
+19,111
+7% +$1.02M 0.03% 481
2022
Q3
$13.4M Buy
271,544
+44,013
+19% +$2.3M 0.03% 515
2022
Q2
$11.7M Buy
227,531
+8,790
+4% +$448K 0.03% 575
2022
Q1
$11.2M Buy
218,741
+5,763
+3% +$321K 0.02% 644
2021
Q4
$12.9M Sell
212,978
-4,254
-2% -$253K 0.02% 582
2021
Q3
$13.3M Sell
217,232
-10,758
-5% -$686K 0.03% 566
2021
Q2
$15M Buy
227,990
+5,238
+2% +$348K 0.03% 524
2021
Q1
$14M Sell
222,752
-17,524
-7% -$1.12M 0.03% 495
2020
Q4
$16.3M Buy
240,276
+74,152
+45% +$5.03M 0.04% 422
2020
Q3
$11.5M Buy
166,124
+10,064
+6% +$672K 0.03% 455
2020
Q2
$9.63M Buy
156,060
+22,533
+17% +$1.35M 0.03% 468
2020
Q1
$7.6M Sell
133,527
-15,238
-10% -$956K 0.03% 437
2019
Q4
$9.57M Buy
148,765
+7,300
+5% +$485K 0.03% 517
2019
Q3
$9.56M Buy
141,465
+4,063
+3% +$282K 0.03% 481
2019
Q2
$9.58M Buy
137,402
+11,434
+9% +$776K 0.04% 458
2019
Q1
$8.18M Buy
125,968
+15,752
+14% +$959K 0.03% 484
2018
Q4
$6.48M Sell
110,216
-2,551
-2% -$154K 0.03% 456
2018
Q3
$6.97M Sell
112,767
-20,206
-15% -$1.27M 0.03% 522
2018
Q2
$8.27M Buy
132,973
+1,646
+1% +$102K 0.04% 442
2018
Q1
$8.21M Buy
131,327
+14,411
+12% +$877K 0.05% 403
2017
Q4
$7.28M Buy
116,916
+24,045
+26% +$1.52M 0.05% 414
2017
Q3
$6.06M Sell
92,871
-4,035
-4% -$259K 0.04% 460
2017
Q2
$5.9M Buy
96,906
+22,086
+30% +$1.32M 0.04% 451
2017
Q1
$4.15M Buy
74,820
+1,253
+2% +$63.4K 0.03% 539
2016
Q4
$3.37M Buy
73,567
+1,328
+2% +$61.9K 0.03% 566
2016
Q3
$3.85M Sell
72,239
-5,461
-7% -$288K 0.03% 512
2016
Q2
$4.19M Buy
+77,700
New +$3.99M 0.04% 456
2016
Q1
Sell
-109,621
Closed -$5.32M 2174
2015
Q4
$5.32M Buy
109,621
+5,001
+5% +$244K 0.06% 348
2015
Q3
$4.8M Buy
104,620
+92,808
+786% +$4.44M 0.08% 296
2015
Q2
$571K Buy
+11,812
New +$584K 0.04% 441
2015
Q1
Sell
-9,694
Closed -$441K 580
2014
Q4
$441K Buy
9,694
+505
+5% +$23.2K 0.02% 482
2014
Q3
$433K Buy
9,189
+121
+1% +$5.97K 0.02% 477
2014
Q2
$462K Buy
+9,068
New +$454K 0.03% 428
2013
Q3
Sell
-25,163
Closed -$1.15M 925
2013
Q2
$1.15M Buy
+25,163
New +$1.2M 0.03% 571

Other funds holding UL

Raymond James Financial Services Advisors's UL Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Unilever (UL) stake by 18% in Q3 2024, selling an estimated $3.32M and leaving 214,839 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #658.

Raymond James Financial Services Advisors first reported a position in UL in Q2 2013 and has held it in 41 quarters since. The position peaked at $17M in Q2 2023. 1,175 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Raymond James Financial Services Advisors held 214,839 shares of Unilever worth $15.7M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 48,052 Unilever shares in Q3 2024, an estimated $3.32M.
  • Unilever made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #658 holding.
  • Raymond James Financial Services Advisors first reported a position in Unilever in Q2 2013 and has held it in 41 quarters since.
  • Raymond James Financial Services Advisors's Unilever position peaked at $17M in Q2 2023.
  • 1,175 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.