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Retirement Planning Company of New England’s Unilever UL Stock Holding History

Retirement Planning Company of New England’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
Q4 		– Sell
-2,898
Closed -$212K – 241
2024
Q3 		$212K Buy
+2,898
New +$200K 0.11% 212
2022
Q3 		– Sell
-3,890
Closed -$200K – 217
2022
Q2 		$200K Sell
3,890
-179
-4% -$9.12K 0.14% 200
2022
Q1 		$208K Buy
4,069
+1,017
+33% +$56.6K 0.12% 215
2021
Q4 		$184K Buy
+3,052
New +$181K 0.09% 229

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Retirement Planning Company of New England's UL Position: Q4 2024 in Review

Retirement Planning Company of New England sold out of Unilever (UL) in Q4 2024, closing a stake of 2,898 shares — an estimated $212K sold.

Retirement Planning Company of New England first reported a position in UL in Q4 2021 and held it in 4 quarters. The position peaked at $212K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Retirement Planning Company of New England reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,898 Unilever shares in Q4 2024, an estimated $212K.
  • Retirement Planning Company of New England first reported a position in Unilever in Q4 2021 and held it in 4 quarters.
  • Retirement Planning Company of New England's Unilever position peaked at $212K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Retirement Planning Company of New England's 13F filing for Q4 2024, filed 10 Feb 2025.