Traverso Chambers Private Wealth Management’s Unilever UL Stock Holding History

Traverso Chambers Private Wealth Management’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	$507K	Buy	9,300 +135	+1%	+$7.28K	0.12%	75
2023 Q3	$509K	Buy	9,165 +527	+6%	+$30.5K	0.14%	68
2023 Q2	$507K	Sell	8,638 -88	-1%	-$5.23K	0.13%	71
2023 Q1	$510K	Sell	8,726 -207	-2%	-$11.8K	0.14%	70
2022 Q4	$506K	Buy	8,933 +77	+0.9%	+$4.12K	0.15%	71
2022 Q3	$437K	Buy	8,856 +598	+7%	+$31.2K	0.13%	75
2022 Q2	$426K	Buy	8,258 +883	+12%	+$45K	0.14%	72
2022 Q1	$378K	Buy	7,375 +1,032	+16%	+$57.4K	0.11%	78
2021 Q4	$384K	Buy	6,343 +691	+12%	+$41K	0.11%	82
2021 Q3	$345K	Buy	5,652 +227	+4%	+$14.5K	0.11%	86
2021 Q2	$357K	Buy	5,425 +661	+14%	+$44K	0.11%	82
2021 Q1	$299K	Buy	4,764 +374	+9%	+$23.8K	0.1%	90
2020 Q4	$298K	Sell	4,390 -208	-5%	-$14.1K	0.11%	83
2020 Q3	$319K	Buy	4,598 +246	+6%	+$16.4K	0.12%	74
2020 Q2	$269K	Buy	4,352 +293	+7%	+$17.5K	0.11%	79
2020 Q1	$231K	Buy	4,059 +536	+15%	+$33.6K	0.11%	83
2019 Q4	$227K	Sell	3,523 -404	-10%	-$26.8K	0.1%	97
2019 Q3	$266K	Buy	3,927 +165	+4%	+$11.4K	0.13%	81
2019 Q2	$267K	Sell	3,762 -44	-1%	-$2.99K	0.13%	84
2019 Q1	$247K	Sell	3,806 -39	-1%	-$2.38K	0.12%	87
2018 Q4	$226K	Buy	+3,845	New	+$232K	0.12%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's UL Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Unilever (UL) stake by 1.5% in Q4 2023, buying an estimated $7.28K and bringing the position to 9,300 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #75.

Traverso Chambers Private Wealth Management first reported a position in UL in Q4 2018 and has held it in 21 quarters since. The position peaked at $510K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Traverso Chambers Private Wealth Management held 9,300 shares of Unilever worth $507K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 135 Unilever shares in Q4 2023, an estimated $7.28K.
Unilever made up 0.12% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #75 holding.
Traverso Chambers Private Wealth Management first reported a position in Unilever in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Unilever position peaked at $510K in Q1 2023.
1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.