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Transform Wealth’s Unilever UL Stock Holding History

Transform Wealth’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
2024
Q1 		– Sell
-90,058
Closed -$4.91M – 250
2023
Q4 		$4.91M Sell
90,058
-3,630
-4% -$196K 0.48% 70
2023
Q3 		$5.21M Buy
93,688
+4,616
+5% +$267K 0.55% 65
2023
Q2 		$5.22M Buy
+89,072
New +$5.29M 0.47% 74
2016
Q4 		– Sell
-3,804
Closed -$203K – 219
2016
Q3 		$203K Sell
3,804
-480
-11% -$25.3K 0.09% 190
2016
Q2 		$231K Buy
+4,284
New +$220K 0.1% 192

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Transform Wealth's UL Position: Q1 2024 in Review

Transform Wealth sold out of Unilever (UL) in Q1 2024, closing a stake of 90,058 shares — an estimated $4.91M sold.

Transform Wealth first reported a position in UL in Q2 2016 and held it in 5 quarters. The position peaked at $5.22M in Q2 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Transform Wealth reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 90,058 Unilever shares in Q1 2024, an estimated $4.91M.
  • Transform Wealth first reported a position in Unilever in Q2 2016 and held it in 5 quarters.
  • Transform Wealth's Unilever position peaked at $5.22M in Q2 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.