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TS Financial Group (TSFG)’s Unilever UL Stock Holding History

TS Financial Group (TSFG)’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 		– Sell
-48
Closed -$3K – 1041
2023
Q3 		$3K Hold
48
– – ﹤0.01% 784
2023
Q2 		$3K Buy
+48
New +$2.85K ﹤0.01% 791
2021
Q1 		– Sell
-37
Closed -$3K – 909
2020
Q4 		$3K Buy
+37
New +$2.51K ﹤0.01% 695

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Fisher Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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State Farm Mutual Automobile Insurance
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TS Financial Group (TSFG)'s UL Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Unilever (UL) in Q4 2023, closing a stake of 48 shares — an estimated $3K sold.

TS Financial Group (TSFG) first reported a position in UL in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 48 Unilever shares in Q4 2023, an estimated $3K.
  • TS Financial Group (TSFG) first reported a position in Unilever in Q4 2020 and held it in 3 quarters.
  • TS Financial Group (TSFG)'s Unilever position peaked at $3K in Q3 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.