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Smith Thornton Advisors’s Unilever UL Stock Holding History

Smith Thornton 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
2024
Q4 		– Sell
-17,781
Closed -$1.3M – 144
2024
Q3 		$1.3M Buy
17,781
+1
+0% +$69 0.85% 42
2024
Q2 		$1.1M Buy
+17,780
New +$1.05M 0.81% 43

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Smith Thornton Advisors's UL Position: Q4 2024 in Review

Smith Thornton Advisors sold out of Unilever (UL) in Q4 2024, closing a stake of 17,781 shares — an estimated $1.3M sold.

Smith Thornton Advisors first reported a position in UL in Q2 2024 and held it in 2 quarters. The position peaked at $1.3M in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Smith Thornton Advisors reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Smith Thornton Advisors sold 17,781 Unilever shares in Q4 2024, an estimated $1.3M.
  • Smith Thornton Advisors first reported a position in Unilever in Q2 2024 and held it in 2 quarters.
  • Smith Thornton Advisors's Unilever position peaked at $1.3M in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Smith Thornton Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.