Tiedemann Advisors’s Unilever UL Stock Holding History

Tiedemann Advisors’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	$232K	Buy	+4,167	New	+$241K	0.01%	249
2021 Q3	–	Sell	-4,616	Closed	-$304K	–	365
2021 Q2	$304K	Sell	4,616 -321	-7%	-$21.3K	0.01%	285
2021 Q1	$310K	Buy	4,937 +635	+15%	+$40.4K	0.01%	268
2020 Q4	$291K	Buy	+4,302	New	+$292K	0.01%	261
2019 Q2	–	Sell	-14,036	Closed	-$912K	–	420
2019 Q1	$912K	Buy	14,036 +617	+5%	+$37.6K	0.04%	226
2018 Q4	$786K	Buy	+13,419	New	+$809K	0.04%	235
2017 Q2	–	Sell	-10,066	Closed	-$561K	–	455
2017 Q1	$561K	Buy	+10,066	New	+$509K	0.05%	253

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

Tiedemann Advisors's UL Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Unilever (UL) in Q3 2023: 4,167 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in UL as recently as Q2 2021.

Tiedemann Advisors first reported a position in UL in Q1 2017 and has held it in 7 quarters since. The position peaked at $912K in Q1 2019. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

Tiedemann Advisors held 4,167 shares of Unilever worth $232K as of Q3 2023.
Unilever was a new Tiedemann Advisors position in Q3 2023.
Unilever made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #249 holding.
Tiedemann Advisors first reported a position in Unilever in Q1 2017 and has held it in 7 quarters since.
Tiedemann Advisors's Unilever position peaked at $912K in Q1 2019.
1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.