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Surevest’s Unilever UL Stock Holding History

Surevest’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
2022
Q3 		$20K Hold
411
– – 0.01% 243
2022
Q2 		$21K Hold
411
– – 0.01% 260
2022
Q1 		$21K Hold
411
– – 0.01% 242
2021
Q4 		$25K Buy
+411
New +$24.4K 0.01% 225
2020
Q1 		– Sell
-9,553
Closed -$614K – 141
2019
Q4 		$614K Sell
9,553
-112
-1% -$7.44K 0.26% 101
2019
Q3 		$653K Sell
9,665
-1,681
-15% -$116K 0.32% 96
2019
Q2 		$791K Sell
11,346
-74
-0.6% -$5.02K 0.41% 85
2019
Q1 		$742K Buy
11,420
+6,728
+143% +$410K 0.46% 64
2018
Q4 		$276K Buy
+4,692
New +$283K 0.22% 96

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Surevest's UL Position: Q3 2022 in Review

Surevest held its Unilever (UL) position steady in Q3 2022 at 411 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #243.

Surevest first reported a position in UL in Q4 2018 and has held it in 9 quarters since. The position peaked at $791K in Q2 2019. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Surevest held 411 shares of Unilever worth $20K as of Q3 2022.
  • Surevest left its Unilever share count unchanged in Q3 2022.
  • Unilever made up 0.01% of Surevest's portfolio in Q3 2022, its #243 holding.
  • Surevest first reported a position in Unilever in Q4 2018 and has held it in 9 quarters since.
  • Surevest's Unilever position peaked at $791K in Q2 2019.
  • 1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.