SYSTM Wealth Solutions’s Unilever UL Stock Holding History

SYSTM Wealth Solutions’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 Q3	–	Sell	-45,004	Closed	-$2.78M	–	602
2024 Q2	$2.78M	Sell	45,004 -38,727	-46%	-$2.29M	0.62%	57
2024 Q1	$4.73M	Buy	83,731 +10,069	+14%	+$558K	0.6%	40
2023 Q4	$4.02M	Sell	73,662 -11,733	-14%	-$633K	0.56%	46
2023 Q3	$4.75M	Buy	85,395 +5,837	+7%	+$337K	0.73%	28
2023 Q2	$4.67M	Buy	79,558 +10,728	+16%	+$637K	0.63%	32
2023 Q1	$4.02M	Sell	68,830 -8,033	-10%	-$456K	0.62%	36
2022 Q4	$4.35M	Buy	+76,863	New	+$4.11M	0.54%	41

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

SYSTM Wealth Solutions's UL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Unilever (UL) in Q3 2024, closing a stake of 45,004 shares — an estimated $2.78M sold.

SYSTM Wealth Solutions first reported a position in UL in Q4 2022 and held it in 7 quarters. The position peaked at $4.75M in Q3 2023. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 45,004 Unilever shares in Q3 2024, an estimated $2.78M.
SYSTM Wealth Solutions first reported a position in Unilever in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Unilever position peaked at $4.75M in Q3 2023.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.