Stansberry Asset Management’s Unilever UL Stock Holding History

Stansberry Asset Management’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 Q2	–	Sell	-67,364	Closed	-$3.8M	–	130
2024 Q1	$3.8M	Sell	67,364 -903	-1%	-$50K	0.51%	69
2023 Q4	$3.72M	Sell	68,267 -38,214	-36%	-$2.06M	0.62%	54
2023 Q3	$5.92M	Buy	106,481 +10,027	+10%	+$580K	1.04%	33
2023 Q2	$5.66M	Buy	96,454 +346	+0.4%	+$20.5K	1.03%	33
2023 Q1	$5.61M	Buy	96,108 +18,168	+23%	+$1.03M	1.09%	31
2022 Q4	$4.41M	Buy	77,940 +1,666	+2%	+$89.2K	0.91%	35
2022 Q3	$3.76M	Buy	76,274 +6,528	+9%	+$341K	0.81%	41
2022 Q2	$3.6M	Sell	69,746 -3,962	-5%	-$202K	0.77%	46
2022 Q1	$3.78M	Buy	+73,708	New	+$4.1M	0.61%	44

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stansberry Asset Management's UL Position: Q2 2024 in Review

Stansberry Asset Management sold out of Unilever (UL) in Q2 2024, closing a stake of 67,364 shares — an estimated $3.8M sold.

Stansberry Asset Management first reported a position in UL in Q1 2022 and held it in 9 quarters. The position peaked at $5.92M in Q3 2023. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

Stansberry Asset Management reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
Stansberry Asset Management sold 67,364 Unilever shares in Q2 2024, an estimated $3.8M.
Stansberry Asset Management first reported a position in Unilever in Q1 2022 and held it in 9 quarters.
Stansberry Asset Management's Unilever position peaked at $5.92M in Q3 2023.
1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Stansberry Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.