Sugarloaf Wealth Management’s Unilever UL Stock Holding History

Sugarloaf Wealth 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 Q4	$45.9K	Hold	719	–	–	0.01%	303
2024 Q3	$52.6K	Hold	719	–	–	0.01%	300
2024 Q2	$44.5K	Hold	719	–	–	0.01%	304
2024 Q1	$40.6K	Hold	719	–	–	0.01%	317
2023 Q4	$39.2K	Hold	719	–	–	0.01%	311
2023 Q3	$40K	Hold	719	–	–	0.01%	309
2023 Q2	$42.2K	Hold	719	–	–	0.01%	311
2023 Q1	$42K	Hold	719	–	–	0.01%	313
2022 Q4	$40.7K	Hold	719	–	–	0.01%	312
2022 Q3	$36K	Hold	719	–	–	0.01%	344
2022 Q2	$37K	Hold	719	–	–	0.01%	338
2022 Q1	$37K	Hold	719	–	–	0.01%	323
2021 Q4	$44K	Hold	719	–	–	0.01%	311
2021 Q3	$44K	Hold	719	–	–	0.01%	291
2021 Q2	$47K	Hold	719	–	–	0.01%	279
2021 Q1	$45	Hold	719	–	–	0.01%	285
2020 Q4	$49K	Hold	719	–	–	0.02%	255
2020 Q3	$50K	Hold	719	–	–	0.02%	238
2020 Q2	$44K	Hold	719	–	–	0.02%	256
2020 Q1	$41K	Hold	719	–	–	0.02%	246
2019 Q4	$46K	Buy	+719	New	+$47.8K	0.02%	260

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's UL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Unilever (UL) position steady in Q4 2024 at 719 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #303.

Sugarloaf Wealth Management first reported a position in UL in Q4 2019 and has held it in 21 quarters since. The position peaked at $52.6K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Sugarloaf Wealth Management held 719 shares of Unilever worth $45.9K as of Q4 2024.
Sugarloaf Wealth Management left its Unilever share count unchanged in Q4 2024.
Unilever made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #303 holding.
Sugarloaf Wealth Management first reported a position in Unilever in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Unilever position peaked at $52.6K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.