Simplicity Solutions’s Unilever UL Stock Holding History

Simplicity Solutions’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	$1.96M	Sell	35,983 -422	-1%	-$22.8K	0.05%	299
2023 Q3	$2.02M	Buy	36,405 +561	+2%	+$32.4K	0.07%	280
2023 Q2	$2.1M	Buy	35,844 +1,365	+4%	+$81.1K	0.06%	299
2023 Q1	$2.01M	Buy	34,479 +12,406	+56%	+$705K	0.05%	310
2022 Q4	$1.25M	Buy	+22,073	New	+$1.18M	0.17%	148
2021 Q1	–	Sell	-32,730	Closed	-$2.22M	–	934
2020 Q4	$2.22M	Buy	32,730 +16,137	+97%	+$1.09M	0.03%	365
2020 Q3	$1.15M	Sell	16,593 -1,027	-6%	-$68.5K	0.02%	450
2020 Q2	$1.09M	Buy	17,620 +6,256	+55%	+$374K	0.02%	449
2020 Q1	$647K	Buy	+11,364	New	+$713K	0.02%	433
2017 Q2	–	Sell	-7,788	Closed	-$432K	–	440
2017 Q1	$432K	Sell	7,788 -8,495	-52%	-$430K	0.07%	249
2016 Q4	$746K	Buy	16,283 +10,657	+189%	+$497K	0.17%	145
2016 Q3	$300K	Buy	+5,626	New	+$297K	0.15%	177
2016 Q1	–	Sell	-15,768	Closed	-$765K	–	505
2015 Q4	$765K	Buy	+15,768	New	+$769K	0.09%	337

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

Simplicity Solutions's UL Position: Q4 2023 in Review

Simplicity Solutions reduced its Unilever (UL) stake by 1.2% in Q4 2023, selling an estimated $22.8K and leaving 35,983 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #299.

Simplicity Solutions first reported a position in UL in Q4 2015 and has held it in 13 quarters since. The position peaked at $2.22M in Q4 2020. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Simplicity Solutions held 35,983 shares of Unilever worth $1.96M as of Q4 2023.
Simplicity Solutions sold 422 Unilever shares in Q4 2023, an estimated $22.8K.
Unilever made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #299 holding.
Simplicity Solutions first reported a position in Unilever in Q4 2015 and has held it in 13 quarters since.
Simplicity Solutions's Unilever position peaked at $2.22M in Q4 2020.
1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.