Sarah T. Connolly’s Unilever UL Stock Holding History

Sarah T. Connolly’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 Q4	–	Sell	-5,853	Closed	-$325K	–	79
2023 Q3	$325K	Sell	5,853 -356	-6%	-$20.6K	0.21%	75
2023 Q2	$364K	Hold	6,209	–	–	0.22%	78
2023 Q1	$363K	Sell	6,209 -75	-1%	-$4.26K	0.23%	78
2022 Q4	$356K	Sell	6,284 -423	-6%	-$22.6K	0.24%	79
2022 Q3	$331K	Sell	6,707 -355	-5%	-$18.5K	0.24%	83
2022 Q2	$364K	Hold	7,062	–	–	0.25%	78
2022 Q1	$362K	Hold	7,062	–	–	0.21%	79
2021 Q4	$427K	Sell	7,062 -156	-2%	-$9.27K	0.24%	76
2021 Q3	$440K	Hold	7,218	–	–	0.36%	74
2021 Q2	$475K	Sell	7,218 -133	-2%	-$8.84K	0.39%	69
2021 Q1	$462K	Hold	7,351	–	–	0.41%	68
2020 Q4	$499K	Buy	+7,351	New	+$499K	0.46%	62

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sarah T. Connolly's UL Position: Q4 2023 in Review

Sarah T. Connolly sold out of Unilever (UL) in Q4 2023, closing a stake of 5,853 shares — an estimated $325K sold.

Sarah T. Connolly first reported a position in UL in Q4 2020 and held it in 12 quarters. The position peaked at $499K in Q4 2020. 1,108 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Sarah T. Connolly reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 5,853 Unilever shares in Q4 2023, an estimated $325K.
Sarah T. Connolly first reported a position in Unilever in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Unilever position peaked at $499K in Q4 2020.
1,108 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.