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Tobias Financial Advisors’s Unilever UL Stock Holding History

Tobias Financial 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
2022
Q1 		– Sell
-553,327
Closed -$33.5M – 122
2021
Q4 		$33.5M Buy
+553,327
New +$32.9M 2.63% 13

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State Farm Mutual Automobile Insurance
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GQG Partners
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FMI
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PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Tobias Financial Advisors's UL Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Unilever (UL) in Q1 2022, closing a stake of 553,327 shares — an estimated $33.5M sold.

Tobias Financial Advisors first reported a position in UL in Q4 2021 and held it in 1 quarter. The position peaked at $33.5M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Tobias Financial Advisors reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 553,327 Unilever shares in Q1 2022, an estimated $33.5M.
  • Tobias Financial Advisors first reported a position in Unilever in Q4 2021 and held it in 1 quarter.
  • Tobias Financial Advisors's Unilever position peaked at $33.5M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.