Syverson Strege & Co’s Unilever UL Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-423	Closed	-$24.7K	–	585
2023 Q1	$24.7K	Buy	+423	New	+$24K	0.01%	173

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Syverson Strege & Co's UL Position: Q2 2023 in Review

Syverson Strege & Co sold out of Unilever (UL) in Q2 2023, closing a stake of 423 shares — an estimated $24.7K sold.

Syverson Strege & Co first reported a position in UL in Q1 2023 and held it in 1 quarter. The position peaked at $24.7K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

Syverson Strege & Co reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 423 Unilever shares in Q2 2023, an estimated $24.7K.
Syverson Strege & Co first reported a position in Unilever in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Unilever position peaked at $24.7K in Q1 2023.
1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.