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Standard Family Office’s Unilever UL Stock Holding History

Standard Family Office’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
-252
Closed -$12K – 425
2022
Q3 		$12K Buy
+252
New +$13.2K 0.01% 240
2021
Q2 		– Sell
-1,060
Closed -$67K – 635
2021
Q1 		$67K Hold
1,060
– – 0.02% 234
2020
Q4 		$72K Buy
+1,060
New +$71.9K 0.02% 232

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

Standard Family Office's UL Position: Q4 2022 in Review

Standard Family Office sold out of Unilever (UL) in Q4 2022, closing a stake of 252 shares — an estimated $12K sold.

Standard Family Office first reported a position in UL in Q4 2020 and held it in 3 quarters. The position peaked at $72K in Q4 2020. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Standard Family Office reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 252 Unilever shares in Q4 2022, an estimated $12K.
  • Standard Family Office first reported a position in Unilever in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Unilever position peaked at $72K in Q4 2020.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.