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Ridgewood Investments’s Unilever UL Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-2,826
Closed -$166K – 726
2023
Q2 		$166K Sell
2,826
-7,723
-73% -$459K 0.09% 186
2023
Q1 		$616K Sell
10,549
-1,847
-15% -$105K 0.38% 78
2022
Q4 		$702K Buy
12,396
+999
+9% +$53.5K 0.5% 63
2022
Q3 		$562K Sell
11,397
-4
-0% -$209 0.47% 71
2022
Q2 		$588K Buy
11,401
+885
+8% +$45.1K 0.46% 71
2022
Q1 		$539K Buy
+10,516
New +$585K 0.35% 96
2017
Q3 		– Sell
-5,976
Closed -$364K – 144
2017
Q2 		$364K Sell
5,976
-140
-2% -$8.35K 0.36% 81
2017
Q1 		$340K Buy
6,116
+524
+9% +$26.5K 0.37% 79
2016
Q4 		$256K Buy
+5,592
New +$261K 0.3% 91

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ridgewood Investments's UL Position: Q3 2023 in Review

Ridgewood Investments sold out of Unilever (UL) in Q3 2023, closing a stake of 2,826 shares — an estimated $166K sold.

Ridgewood Investments first reported a position in UL in Q4 2016 and held it in 9 quarters. The position peaked at $702K in Q4 2022. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • Ridgewood Investments reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 2,826 Unilever shares in Q3 2023, an estimated $166K.
  • Ridgewood Investments first reported a position in Unilever in Q4 2016 and held it in 9 quarters.
  • Ridgewood Investments's Unilever position peaked at $702K in Q4 2022.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.