RWB
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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 – 453
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return