Triangle Securities Wealth Management’s Unilever UL Stock Holding History

Triangle Securities 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
2022 Q2	–	Sell	-4,815	Closed	-$247K	–	175
2022 Q1	$247K	Sell	4,815 -1,883	-28%	-$105K	0.08%	167
2021 Q4	$405K	Sell	6,698 -80	-1%	-$4.75K	0.13%	148
2021 Q3	$413K	Hold	6,778	–	–	0.14%	144
2021 Q2	$446K	Sell	6,778 -671	-9%	-$44.6K	0.15%	137
2021 Q1	$468K	Hold	7,449	–	–	0.17%	131
2020 Q4	$506K	Buy	7,449 +1,554	+26%	+$105K	0.2%	122
2020 Q3	$409K	Sell	5,895 -3,045	-34%	-$203K	0.18%	127
2020 Q2	$552K	Sell	8,940 -3,417	-28%	-$204K	0.26%	105
2020 Q1	$703K	Sell	12,357 -836	-6%	-$52.4K	0.41%	77
2019 Q4	$849K	Hold	13,193	–	–	0.37%	77
2019 Q3	$892K	Sell	13,193 -173	-1%	-$12K	0.44%	71
2019 Q2	$955K	Sell	13,366 -1,801	-12%	-$122K	0.49%	66
2019 Q1	$985K	Sell	15,167 -449	-3%	-$27.4K	0.52%	64
2018 Q4	$918K	Sell	15,616 -378	-2%	-$22.8K	0.54%	62
2018 Q3	$989K	Sell	15,994 -297	-2%	-$18.7K	0.53%	60
2018 Q2	$1.01M	Sell	16,291 -186	-1%	-$11.6K	0.57%	56
2018 Q1	$1.03M	Buy	16,477 +1,391	+9%	+$84.6K	0.59%	57
2017 Q4	$939K	Hold	15,086	–	–	0.54%	62
2017 Q3	$984K	Sell	15,086 -414	-3%	-$26.6K	0.59%	59
2017 Q2	$944K	Sell	15,500 -1,960	-11%	-$117K	0.62%	55
2017 Q1	$969K	Buy	17,460 +445	+3%	+$22.5K	0.62%	53
2016 Q4	$779K	Buy	17,015 +209	+1%	+$9.74K	0.52%	63
2016 Q3	$896K	Sell	16,806 -787	-4%	-$41.6K	0.62%	52
2016 Q2	$948K	Sell	17,593 -969	-5%	-$49.7K	0.71%	49
2016 Q1	$943K	Sell	18,562 -124	-0.7%	-$6.03K	0.62%	51
2015 Q4	$906K	Sell	18,686 -827	-4%	-$40.4K	0.61%	54
2015 Q3	$895K	Sell	19,513 -67	-0.3%	-$3.2K	0.68%	47
2015 Q2	$946K	Sell	19,580 -177	-0.9%	-$8.75K	0.67%	52
2015 Q1	$927K	Sell	19,757 -347	-2%	-$16.6K	0.64%	51
2014 Q4	$916K	Buy	20,104 +724	+4%	+$33.2K	0.65%	53
2014 Q3	$914K	Hold	19,380	–	–	0.7%	51
2014 Q2	$988K	Buy	19,380 +13,424	+225%	+$673K	0.76%	49
2014 Q1	$283K	Sell	5,956 -12,899	-68%	-$582K	0.25%	98
2013 Q4	$874K	Buy	18,855 +779	+4%	+$34.9K	0.71%	52
2013 Q3	$785K	Buy	18,076 +10,125	+127%	+$459K	0.68%	52
2013 Q2	$362K	Buy	+7,951	New	+$378K	0.27%	91

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Triangle Securities Wealth Management's UL Position: Q2 2022 in Review

Triangle Securities Wealth Management sold out of Unilever (UL) in Q2 2022, closing a stake of 4,815 shares — an estimated $247K sold.

Triangle Securities Wealth Management first reported a position in UL in Q2 2013 and held it in 36 quarters. The position peaked at $1.03M in Q1 2018. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

Triangle Securities Wealth Management reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
Triangle Securities Wealth Management sold 4,815 Unilever shares in Q2 2022, an estimated $247K.
Triangle Securities Wealth Management first reported a position in Unilever in Q2 2013 and held it in 36 quarters.
Triangle Securities Wealth Management's Unilever position peaked at $1.03M in Q1 2018.
1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.