TFO Wealth Partners’s Unilever UL Stock Holding History

TFO Wealth Partners’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
2021 Q4	–	Sell	-52	Closed	-$3K	–	197
2021 Q3	$3K	Buy	+52	New	+$3.31K	﹤0.01%	126

Other funds holding UL

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

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

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

TFO Wealth Partners's UL Position: Q4 2021 in Review

TFO Wealth Partners sold out of Unilever (UL) in Q4 2021, closing a stake of 52 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in UL in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

TFO Wealth Partners reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 52 Unilever shares in Q4 2021, an estimated $3K.
TFO Wealth Partners first reported a position in Unilever in Q3 2021 and held it in 1 quarter.
TFO Wealth Partners's Unilever position peaked at $3K in Q3 2021.
1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.