TD Ameritrade Investment Management’s Unilever UL Stock Holding History

TD Ameritrade Investment Management’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	–	Sell	-253	Closed	-$15K	–	458
2023 Q2	$15K	Sell	253 -53	-17%	-$3.15K	﹤0.01%	316
2023 Q1	$18K	Sell	306 -79	-21%	-$4.49K	﹤0.01%	323
2022 Q4	$22K	Sell	385 -335	-47%	-$17.9K	﹤0.01%	319
2022 Q3	$36K	Sell	720 -4	-0.6%	-$209	﹤0.01%	297
2022 Q2	$37K	Sell	724 -201	-22%	-$10.2K	﹤0.01%	325
2022 Q1	$47K	Buy	925 +70	+8%	+$3.9K	﹤0.01%	360
2021 Q4	$52K	Buy	855 +373	+77%	+$22.2K	﹤0.01%	343
2021 Q3	$33K	Sell	482 -397	-45%	-$25.3K	﹤0.01%	358
2021 Q2	$58K	Buy	879 +397	+82%	+$26.4K	﹤0.01%	329
2021 Q1	$33K	Hold	482	–	–	﹤0.01%	364
2020 Q4	$33K	Hold	482	–	–	﹤0.01%	364
2020 Q3	$33K	Buy	482 +30	+7%	+$2K	﹤0.01%	358
2020 Q2	$28K	Hold	452	–	–	﹤0.01%	360
2020 Q1	$26K	Sell	452 -62	-12%	-$3.89K	﹤0.01%	343
2019 Q4	$33K	Buy	514 +374	+267%	+$24.8K	﹤0.01%	352
2019 Q3	$9K	Buy	+140	New	+$9.7K	﹤0.01%	459

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

TD Ameritrade Investment Management's UL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Unilever (UL) in Q3 2023, closing a stake of 253 shares — an estimated $15K sold.

TD Ameritrade Investment Management first reported a position in UL in Q3 2019 and held it in 16 quarters. The position peaked at $58K in Q2 2021. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 253 Unilever shares in Q3 2023, an estimated $15K.
TD Ameritrade Investment Management first reported a position in Unilever in Q3 2019 and held it in 16 quarters.
TD Ameritrade Investment Management's Unilever position peaked at $58K in Q2 2021.
1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.