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RFP Financial Group’s Unilever UL Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-422
Closed -$26.1K – 754
2024
Q2 		$26.1K Buy
422
+42
+11% +$2.48K 0.01% 307
2024
Q1 		$21.4K Sell
380
-14
-4% -$776 0.01% 305
2023
Q4 		$21.5K Hold
394
– – 0.01% 296
2023
Q3 		$21.9K Hold
394
– – 0.01% 282
2023
Q2 		$23.1K Hold
394
– – 0.01% 301
2023
Q1 		$23K Hold
394
– – 0.03% 179
2022
Q4 		$22.3K Buy
+394
New +$21.1K 0.01% 273

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Morgan Stanley
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Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RFP Financial Group's UL Position: Q3 2024 in Review

RFP Financial Group sold out of Unilever (UL) in Q3 2024, closing a stake of 422 shares — an estimated $26.1K sold.

RFP Financial Group first reported a position in UL in Q4 2022 and held it in 7 quarters. The position peaked at $26.1K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • RFP Financial Group reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 422 Unilever shares in Q3 2024, an estimated $26.1K.
  • RFP Financial Group first reported a position in Unilever in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Unilever position peaked at $26.1K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.