SWA
UNVR

Sutton Wealth Advisors’s Univar Solutions Inc. UNVR Stock Holding History

Sutton Wealth Advisors’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$254 – 1655
2022
Q4 		$254 Buy
+8
New +$230 ﹤0.01% 1574
2022
Q3 		– Sell
-20
Closed -$502 – 1743
2022
Q2 		$497 Hold
20
– – ﹤0.01% 1456
2022
Q1 		$643 Hold
20
– – ﹤0.01% 1445
2021
Q4 		$567 Buy
+20
New +$540 ﹤0.01% 1484

Other funds holding UNVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Sutton Wealth Advisors's UNVR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Univar Solutions Inc. (UNVR) in Q1 2023, closing a stake of 8 shares — an estimated $254 sold.

Sutton Wealth Advisors first reported a position in UNVR in Q4 2021 and held it in 4 quarters. The position peaked at $643 in Q1 2022. 336 funds tracked by Wall St. Rank hold UNVR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Univar Solutions Inc. position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 Univar Solutions Inc. shares in Q1 2023, an estimated $254.
  • Sutton Wealth Advisors first reported a position in Univar Solutions Inc. in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Univar Solutions Inc. position peaked at $643 in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.