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Steward Financial Group’s Unilever UL Stock Holding History

Steward Financial Group’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
Q3 		$18K Hold
332
– – 0.01% 265
2023
Q2 		$19K Buy
+332
New +$19.7K 0.01% 253
2022
Q3 		– Sell
-76
Closed -$3K – 1243
2022
Q2 		$3K Buy
+76
New +$3.87K ﹤0.01% 489

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Fisher Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Financial Group's UL Position: Q3 2023 in Review

Steward Financial Group held its Unilever (UL) position steady in Q3 2023 at 332 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #265.

Steward Financial Group first reported a position in UL in Q2 2022 and has held it in 3 quarters since. The position peaked at $19K in Q2 2023. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • Steward Financial Group held 332 shares of Unilever worth $18K as of Q3 2023.
  • Steward Financial Group left its Unilever share count unchanged in Q3 2023.
  • Unilever made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #265 holding.
  • Steward Financial Group first reported a position in Unilever in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Unilever position peaked at $19K in Q2 2023.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.