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Safeguard Investment Advisory Group’s Unilever UL Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-121
Closed -$8K – 671
2020
Q4 		$8K Buy
+121
New +$8.21K 0.01% 459

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Safeguard Investment Advisory Group's UL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Unilever (UL) in Q1 2021, closing a stake of 121 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 121 Unilever shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Unilever position peaked at $8K in Q4 2020.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.