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Sheaff Brock Investment Advisors’s Unilever UL Stock Holding History

Sheaff Brock Investment 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
2021
Q3 		– Sell
-3,227
Closed -$212K – 570
2021
Q2 		$212K Buy
3,227
+1
+0% +$66 0.02% 457
2021
Q1 		$203K Sell
3,226
-87
-3% -$5.54K 0.02% 443
2020
Q4 		$225K Sell
3,313
-35
-1% -$2.38K 0.02% 396
2020
Q3 		$232K Buy
3,348
+1
+0% +$67 0.02% 355
2020
Q2 		$207K Buy
+3,347
New +$200K 0.02% 379
2020
Q1 		– Sell
-3,220
Closed -$207K – 495
2019
Q4 		$207K Sell
3,220
-69
-2% -$4.58K 0.02% 407
2019
Q3 		$222K Hold
3,289
– – 0.02% 380
2019
Q2 		$229K Buy
3,289
+1
+0% +$68 0.02% 394
2019
Q1 		$213K Buy
+3,288
New +$200K 0.03% 421
2018
Q4 		– Sell
-3,286
Closed -$203K – 529
2018
Q3 		$203K Buy
3,286
+1
+0% +$63 0.02% 450
2018
Q2 		$204K Buy
3,285
+1
+0% +$62 0.02% 459
2018
Q1 		$205K Hold
3,284
– – 0.02% 463
2017
Q4 		$204K Buy
3,284
+1
+0% +$63 0.03% 449
2017
Q3 		$214K Sell
3,283
-1,065
-24% -$68.5K 0.03% 465
2017
Q2 		$265K Buy
4,348
+267
+7% +$15.9K 0.03% 421
2017
Q1 		$227K Sell
4,081
-1,244
-23% -$62.9K 0.03% 473
2016
Q4 		$244K Sell
5,325
-522
-9% -$24.3K 0.03% 466
2016
Q3 		$312K Hold
5,847
– – 0.04% 345
2016
Q2 		$315K Sell
5,847
-335
-5% -$17.2K 0.04% 360
2016
Q1 		$314K Hold
6,182
– – 0.04% 379
2015
Q4 		$300K Buy
+6,182
New +$302K 0.03% 408

Other funds holding UL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's UL Position: Q3 2021 in Review

Sheaff Brock Investment Advisors sold out of Unilever (UL) in Q3 2021, closing a stake of 3,227 shares — an estimated $212K sold.

Sheaff Brock Investment Advisors first reported a position in UL in Q4 2015 and held it in 21 quarters. The position peaked at $315K in Q2 2016. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • Sheaff Brock Investment Advisors reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,227 Unilever shares in Q3 2021, an estimated $212K.
  • Sheaff Brock Investment Advisors first reported a position in Unilever in Q4 2015 and held it in 21 quarters.
  • Sheaff Brock Investment Advisors's Unilever position peaked at $315K in Q2 2016.
  • 1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.