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Stolper & Co’s Unilever UL Stock Holding History

Stolper & Co’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 		– Sell
-22,586
Closed -$1.32M – 87
2023
Q2 		$1.32M Buy
22,586
+429
+2% +$25.5K 0.56% 58
2023
Q1 		$1.29M Buy
22,157
+571
+3% +$32.4K 0.55% 57
2022
Q4 		$1.22M Sell
21,586
-3,455
-14% -$185K 0.54% 54
2022
Q3 		$1.24M Buy
25,041
+2,570
+11% +$134K 0.61% 57
2022
Q2 		$1.16M Buy
22,471
+1,718
+8% +$87.5K 0.54% 58
2022
Q1 		$1.06M Buy
20,753
+6,192
+43% +$345K 0.45% 59
2021
Q4 		$881K Sell
14,561
-5,034
-26% -$299K 0.39% 59
2021
Q3 		$1.2M Buy
19,595
+1,151
+6% +$73.3K 0.57% 57
2021
Q2 		$1.21M Buy
18,444
+384
+2% +$25.5K 0.57% 55
2021
Q1 		$1.13M Buy
18,060
+254
+1% +$16.2K 0.58% 54
2020
Q4 		$1.21M Buy
17,806
+474
+3% +$32.2K 0.68% 47
2020
Q3 		$1.2M Buy
+17,332
New +$1.16M 0.78% 42

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Stolper & Co's UL Position: Q3 2023 in Review

Stolper & Co sold out of Unilever (UL) in Q3 2023, closing a stake of 22,586 shares — an estimated $1.32M sold.

Stolper & Co first reported a position in UL in Q3 2020 and held it in 12 quarters. The position peaked at $1.32M in Q2 2023. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • Stolper & Co reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • Stolper & Co sold 22,586 Unilever shares in Q3 2023, an estimated $1.32M.
  • Stolper & Co first reported a position in Unilever in Q3 2020 and held it in 12 quarters.
  • Stolper & Co's Unilever position peaked at $1.32M in Q2 2023.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Stolper & Co's 13F filing for Q3 2023, filed 10 Oct 2023.