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True North Advisors’s Unilever UL Stock Holding History

True North 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
Q2 		– Sell
-6,423
Closed -$375K – 238
2023
Q1 		$375K Buy
6,423
+201
+3% +$11.4K 0.11% 142
2022
Q4 		$352K Buy
+6,222
New +$333K 0.12% 124

Other funds holding UL

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

True North Advisors's UL Position: Q2 2023 in Review

True North Advisors sold out of Unilever (UL) in Q2 2023, closing a stake of 6,423 shares — an estimated $375K sold.

True North Advisors first reported a position in UL in Q4 2022 and held it in 2 quarters. The position peaked at $375K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • True North Advisors reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • True North Advisors sold 6,423 Unilever shares in Q2 2023, an estimated $375K.
  • True North Advisors first reported a position in Unilever in Q4 2022 and held it in 2 quarters.
  • True North Advisors's Unilever position peaked at $375K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on True North Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.