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Solidarity Wealth’s Unilever UL Stock Holding History

Solidarity Wealth’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 		– Sell
-5,697
Closed -$317K – 95
2023
Q3 		$317K Sell
5,697
-165
-3% -$9.54K 0.11% 67
2023
Q2 		$344K Sell
5,862
-1,421
-20% -$84.4K 0.14% 68
2023
Q1 		$425K Buy
+7,283
New +$414K 0.19% 62
2022
Q3 		$382K Buy
7,329
+217
+3% +$11.3K 0.22% 79
2022
Q2 		$389K Buy
7,112
+2,812
+65% +$143K 0.21% 74
2022
Q1 		$217K Buy
+4,300
New +$239K 0.12% 109

Other funds holding UL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Solidarity Wealth's UL Position: Q4 2023 in Review

Solidarity Wealth sold out of Unilever (UL) in Q4 2023, closing a stake of 5,697 shares — an estimated $317K sold.

Solidarity Wealth first reported a position in UL in Q1 2022 and held it in 6 quarters. The position peaked at $425K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Solidarity Wealth reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • Solidarity Wealth sold 5,697 Unilever shares in Q4 2023, an estimated $317K.
  • Solidarity Wealth first reported a position in Unilever in Q1 2022 and held it in 6 quarters.
  • Solidarity Wealth's Unilever position peaked at $425K in Q1 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Solidarity Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.