TCMP
UL icon

Thrive Capital Management (Pennsylvania)’s Unilever UL Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q4 		– Sell
-6,011
Closed -$334K – 160
2023
Q3 		$334K Sell
6,011
-32
-0.5% -$1.85K 0.19% 87
2023
Q2 		$354K Buy
6,043
+1,299
+27% +$77.1K 0.2% 85
2023
Q1 		$277K Buy
4,744
+136
+3% +$7.73K 0.18% 98
2022
Q4 		$261K Buy
4,608
+236
+5% +$12.6K 0.17% 95
2022
Q3 		$216K Buy
+4,372
New +$228K 0.15% 104

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s UL Position: Q4 2023 in Review

Thrive Capital Management (Pennsylvania) sold out of Unilever (UL) in Q4 2023, closing a stake of 6,011 shares — an estimated $334K sold.

Thrive Capital Management (Pennsylvania) first reported a position in UL in Q3 2022 and held it in 5 quarters. The position peaked at $354K in Q2 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Thrive Capital Management (Pennsylvania) reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 6,011 Unilever shares in Q4 2023, an estimated $334K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Unilever in Q3 2022 and held it in 5 quarters.
  • Thrive Capital Management (Pennsylvania)'s Unilever position peaked at $354K in Q2 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2023, filed 29 Jan 2024.