RMR Wealth Builders’s Unilever UL Stock Holding History

RMR Wealth Builders’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	-3,938	Closed	-$230K	–	220
2023 Q1	$230K	Hold	3,938	–	–	0.04%	190
2022 Q4	$223K	Buy	+3,938	New	+$211K	0.05%	174
2022 Q3	–	Sell	-4,044	Closed	-$209K	–	214
2022 Q2	$209K	Hold	4,044	–	–	0.05%	184
2022 Q1	$207K	Buy	+4,044	New	+$225K	0.04%	199
2021 Q4	–	Sell	-3,284	Closed	-$200K	–	201
2021 Q3	$200K	Hold	3,284	–	–	0.06%	185
2021 Q2	$216K	Sell	3,284 -364	-10%	-$24.2K	0.07%	164
2021 Q1	$229K	Buy	3,648 +721	+25%	+$45.9K	0.06%	174
2020 Q4	$199K	Buy	+2,927	New	+$199K	0.1%	150
2020 Q3	–	Sell	-587	Closed	-$36K	–	451
2020 Q2	$36K	Buy	+587	New	+$35.1K	0.03%	258
2019 Q4	$27K	Buy	+427	New	+$28.4K	0.03%	288

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RMR Wealth Builders's UL Position: Q2 2023 in Review

RMR Wealth Builders sold out of Unilever (UL) in Q2 2023, closing a stake of 3,938 shares — an estimated $230K sold.

RMR Wealth Builders first reported a position in UL in Q4 2019 and held it in 10 quarters. The position peaked at $230K in Q1 2023. 1,082 funds tracked by Wall St. Rank hold UL as of Q2 2023.

RMR Wealth Builders reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
RMR Wealth Builders sold 3,938 Unilever shares in Q2 2023, an estimated $230K.
RMR Wealth Builders first reported a position in Unilever in Q4 2019 and held it in 10 quarters.
RMR Wealth Builders's Unilever position peaked at $230K in Q1 2023.
1,082 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on RMR Wealth Builders's 13F filing for Q2 2023, filed 21 Jul 2023.