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Sargent Bickham Lagudis’s Unilever UL Stock Holding History

Sargent Bickham Lagudis’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
Q4 		– Sell
-304
Closed -$19K – 1011
2021
Q3 		$19K Buy
304
+82
+37% +$5.22K ﹤0.01% 616
2021
Q2 		$15K Hold
222
– – ﹤0.01% 658
2021
Q1 		$14K Hold
222
– – ﹤0.01% 643
2020
Q4 		$15K Buy
+222
New +$15.1K ﹤0.01% 602
2016
Q4 		– Sell
-202
Closed -$11 – 751
2016
Q3 		$11 Buy
+202
New +$10.7K ﹤0.01% 564

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's UL Position: Q4 2021 in Review

Sargent Bickham Lagudis sold out of Unilever (UL) in Q4 2021, closing a stake of 304 shares — an estimated $19K sold.

Sargent Bickham Lagudis first reported a position in UL in Q3 2016 and held it in 5 quarters. The position peaked at $19K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Sargent Bickham Lagudis reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 304 Unilever shares in Q4 2021, an estimated $19K.
  • Sargent Bickham Lagudis first reported a position in Unilever in Q3 2016 and held it in 5 quarters.
  • Sargent Bickham Lagudis's Unilever position peaked at $19K in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2021, filed 18 Jan 2022.