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Sendero Wealth Management’s Unilever UL Stock Holding History

Sendero 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
2022
Q4 		– Sell
-5,062
Closed -$250K – 117
2022
Q3 		$250K Sell
5,062
-5,283
-51% -$276K 0.1% 84
2022
Q2 		$533K Sell
10,345
-195
-2% -$9.93K 0.51% 47
2022
Q1 		$540K Buy
10,540
+577
+6% +$32.1K 0.25% 44
2021
Q4 		$603K Buy
+9,963
New +$592K 0.27% 47

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PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sendero Wealth Management's UL Position: Q4 2022 in Review

Sendero Wealth Management sold out of Unilever (UL) in Q4 2022, closing a stake of 5,062 shares — an estimated $250K sold.

Sendero Wealth Management first reported a position in UL in Q4 2021 and held it in 4 quarters. The position peaked at $603K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Sendero Wealth Management reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 5,062 Unilever shares in Q4 2022, an estimated $250K.
  • Sendero Wealth Management first reported a position in Unilever in Q4 2021 and held it in 4 quarters.
  • Sendero Wealth Management's Unilever position peaked at $603K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Sendero Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.