Stamos Capital Partners’s Unilever UL Stock Holding History

Stamos Capital Partners’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 Q4	–	Sell	-40,613	Closed	-$2M	–	184
2022 Q3	$2M	Buy	+40,613	New	+$2.12M	0.51%	53

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stamos Capital Partners's UL Position: Q4 2022 in Review

Stamos Capital Partners sold out of Unilever (UL) in Q4 2022, closing a stake of 40,613 shares — an estimated $2M sold.

Stamos Capital Partners first reported a position in UL in Q3 2022 and held it in 1 quarter. The position peaked at $2M in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

Stamos Capital Partners reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 40,613 Unilever shares in Q4 2022, an estimated $2M.
Stamos Capital Partners first reported a position in Unilever in Q3 2022 and held it in 1 quarter.
Stamos Capital Partners's Unilever position peaked at $2M in Q3 2022.
1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.