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Sterneck Capital Management’s Unilever UL Stock Holding History

Sterneck Capital 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
2021
Q4 		– Sell
-4,808
Closed -$293K – 112
2021
Q3 		$293K Buy
4,808
+1,519
+46% +$96.8K 0.19% 71
2021
Q2 		$209K Buy
+3,289
New +$219K 0.13% 88

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Sterneck Capital Management's UL Position: Q4 2021 in Review

Sterneck Capital Management sold out of Unilever (UL) in Q4 2021, closing a stake of 4,808 shares — an estimated $293K sold.

Sterneck Capital Management first reported a position in UL in Q2 2021 and held it in 2 quarters. The position peaked at $293K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Sterneck Capital Management reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Sterneck Capital Management sold 4,808 Unilever shares in Q4 2021, an estimated $293K.
  • Sterneck Capital Management first reported a position in Unilever in Q2 2021 and held it in 2 quarters.
  • Sterneck Capital Management's Unilever position peaked at $293K in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Sterneck Capital Management's 13F filing for Q4 2021, filed 25 Jan 2022.