Sutton Wealth Advisors’s Unilever UL Stock Holding History

Sutton Wealth Advisors’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	$316K	Hold	5,685	–	–	0.16%	85
2023 Q2	$333K	Buy	5,685 +393	+7%	+$23.3K	0.16%	79
2023 Q1	$309K	Hold	5,292	–	–	0.17%	80
2022 Q4	$300K	Buy	5,292 +136	+3%	+$7.28K	0.11%	134
2022 Q3	$254K	Buy	5,156 +2,405	+87%	+$126K	0.1%	144
2022 Q2	$142K	Buy	2,751 +1,157	+73%	+$58.9K	0.06%	201
2022 Q1	$81.7K	Buy	1,594 +1,166	+272%	+$64.9K	0.03%	286
2021 Q4	$25.9K	Hold	428	–	–	0.01%	632
2021 Q3	$26.1K	Hold	428	–	–	0.01%	613
2021 Q2	$28.1K	Hold	428	–	–	0.01%	594
2021 Q1	$26.9K	Hold	428	–	–	0.01%	589
2020 Q4	$29K	Hold	428	–	–	0.01%	504
2020 Q3	$29.7K	Hold	428	–	–	0.01%	436
2020 Q2	$26.4K	Hold	428	–	–	0.01%	459
2020 Q1	$24.3K	Hold	428	–	–	0.02%	423
2019 Q4	$27.5K	Hold	428	–	–	0.01%	489
2019 Q3	$28.9K	Hold	428	–	–	0.02%	462
2019 Q2	$29.8K	Hold	428	–	–	0.02%	457
2019 Q1	$27.8K	Hold	428	–	–	0.02%	471
2018 Q4	$25.1K	Hold	428	–	–	0.02%	448
2018 Q3	$26.4K	Hold	428	–	–	0.02%	487
2018 Q2	$26.6K	Hold	428	–	–	0.02%	485
2018 Q1	$26.7K	Hold	428	–	–	0.02%	459
2017 Q4	$26.6K	Hold	428	–	–	0.02%	451
2017 Q3	$27.9K	Hold	428	–	–	0.02%	426
2017 Q2	$26K	Hold	428	–	–	0.02%	444
2017 Q1	$23.7K	Hold	428	–	–	0.02%	452
2016 Q4	$19.6K	Hold	428	–	–	0.02%	506
2016 Q3	$22.8K	Hold	428	–	–	0.02%	432
2016 Q2	$23K	Hold	428	–	–	0.02%	408
2016 Q1	$21.7K	Buy	+428	New	+$20.8K	0.02%	416

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's UL Position: Q3 2023 in Review

Sutton Wealth Advisors held its Unilever (UL) position steady in Q3 2023 at 5,685 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #85.

Sutton Wealth Advisors first reported a position in UL in Q1 2016 and has held it in 31 quarters since. The position peaked at $333K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold UL as of Q3 2023.

Sutton Wealth Advisors held 5,685 shares of Unilever worth $316K as of Q3 2023.
Sutton Wealth Advisors left its Unilever share count unchanged in Q3 2023.
Unilever made up 0.16% of Sutton Wealth Advisors's portfolio in Q3 2023, its #85 holding.
Sutton Wealth Advisors first reported a position in Unilever in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Unilever position peaked at $333K in Q2 2023.
1,066 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.