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Sanctuary Wealth Management’s Unilever UL Stock Holding History

Sanctuary Wealth Management’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
Q2 		– Sell
-23
Closed -$1.3K – 310
2024
Q1 		$1.3K Hold
23
– – ﹤0.01% 224
2023
Q4 		$1.26K Hold
23
– – ﹤0.01% 233
2023
Q3 		$1.28K Hold
23
– – ﹤0.01% 218
2023
Q2 		$1.35K Buy
+23
New +$1.37K ﹤0.01% 225
2022
Q4 		$1.31K Buy
+23
New +$1.23K ﹤0.01% 212

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sanctuary Wealth Management's UL Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Unilever (UL) in Q2 2024, closing a stake of 23 shares — an estimated $1.3K sold.

Sanctuary Wealth Management first reported a position in UL in Q4 2022 and held it in 5 quarters. The position peaked at $1.35K in Q2 2023. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 23 Unilever shares in Q2 2024, an estimated $1.3K.
  • Sanctuary Wealth Management first reported a position in Unilever in Q4 2022 and held it in 5 quarters.
  • Sanctuary Wealth Management's Unilever position peaked at $1.35K in Q2 2023.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.