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SFMG Wealth Advisors’s Unilever UL Stock Holding History

SFMG Wealth Advisors’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
Q3 		– Sell
-4,080
Closed -$210K – 273
2022
Q2 		$210K Hold
4,080
– – 0.02% 232
2022
Q1 		$209K Hold
4,080
– – 0.02% 268
2021
Q4 		$247K Buy
+4,080
New +$242K 0.02% 233
2015
Q1 		– Sell
-17,351
Closed -$790K – 188
2014
Q4 		$790K Buy
+17,351
New +$796K 0.18% 67

Other funds holding UL

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFMG Wealth Advisors's UL Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of Unilever (UL) in Q3 2022, closing a stake of 4,080 shares — an estimated $210K sold.

SFMG Wealth Advisors first reported a position in UL in Q4 2014 and held it in 4 quarters. The position peaked at $790K in Q4 2014. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • SFMG Wealth Advisors reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 4,080 Unilever shares in Q3 2022, an estimated $210K.
  • SFMG Wealth Advisors first reported a position in Unilever in Q4 2014 and held it in 4 quarters.
  • SFMG Wealth Advisors's Unilever position peaked at $790K in Q4 2014.
  • 1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.