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Reitz Capital Advisors’s Unilever UL Stock Holding History

Reitz Capital 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
Q2 		– Sell
-8,964
Closed -$524K – 51
2023
Q1 		$524K Sell
8,964
-129
-1% -$7.33K 0.48% 23
2022
Q4 		$515K Buy
9,093
+515
+6% +$27.6K 0.49% 25
2022
Q3 		$423K Buy
8,578
+316
+4% +$16.5K 0.39% 28
2022
Q2 		$426K Buy
+8,262
New +$421K 0.38% 29

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Reitz Capital Advisors's UL Position: Q2 2023 in Review

Reitz Capital Advisors sold out of Unilever (UL) in Q2 2023, closing a stake of 8,964 shares — an estimated $524K sold.

Reitz Capital Advisors first reported a position in UL in Q2 2022 and held it in 4 quarters. The position peaked at $524K in Q1 2023. 1,082 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Reitz Capital Advisors reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Reitz Capital Advisors sold 8,964 Unilever shares in Q2 2023, an estimated $524K.
  • Reitz Capital Advisors first reported a position in Unilever in Q2 2022 and held it in 4 quarters.
  • Reitz Capital Advisors's Unilever position peaked at $524K in Q1 2023.
  • 1,082 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Reitz Capital Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.