V Wealth Advisors’s Unilever UL Stock Holding History

V Wealth 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
2022 Q4	–	Sell	-10,207	Closed	-$503K	–	407
2022 Q3	$503K	Buy	10,207 +1,195	+13%	+$62.4K	0.1%	199
2022 Q2	$465K	Buy	+9,012	New	+$459K	0.09%	229

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 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

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

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

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

V Wealth Advisors's UL Position: Q4 2022 in Review

V Wealth Advisors sold out of Unilever (UL) in Q4 2022, closing a stake of 10,207 shares — an estimated $503K sold.

V Wealth Advisors first reported a position in UL in Q2 2022 and held it in 2 quarters. The position peaked at $503K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

V Wealth Advisors reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 10,207 Unilever shares in Q4 2022, an estimated $503K.
V Wealth Advisors first reported a position in Unilever in Q2 2022 and held it in 2 quarters.
V Wealth Advisors's Unilever position peaked at $503K in Q3 2022.
1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.