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VisionPoint Advisory Group’s Unilever UL Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-132
Closed -$8.19K – 749
2024
Q2 		$8.19K Hold
132
– – ﹤0.01% 512
2024
Q1 		$7.48K Sell
132
-34
-20% -$1.88K ﹤0.01% 490
2023
Q4 		$9.03K Sell
166
-355
-68% -$19.2K ﹤0.01% 430
2023
Q3 		$28.9K Buy
521
+356
+216% +$20.6K 0.01% 313
2023
Q2 		$9.68K Buy
+165
New +$9.8K ﹤0.01% 401
2021
Q1 		– Sell
-24,719
Closed -$1.68M – 145
2020
Q4 		$1.68M Buy
24,719
+18,001
+268% +$1.22M 0.85% 29
2020
Q3 		$466K Buy
6,718
+2,070
+45% +$138K 0.2% 63
2020
Q2 		$315K Sell
4,648
-444
-9% -$26.5K 0.13% 75
2020
Q1 		$290K Sell
5,092
-2,795
-35% -$175K 0.14% 77
2019
Q4 		$507K Buy
7,887
+1,935
+33% +$129K 0.21% 68
2019
Q3 		$400K Buy
5,952
+1,052
+21% +$72.9K 0.11% 81
2019
Q2 		$342K Buy
4,900
+127
+3% +$8.62K 0.1% 85
2019
Q1 		$310K Buy
4,773
+56
+1% +$3.41K 0.09% 94
2018
Q4 		$277K Buy
+4,717
New +$284K 0.09% 85

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VisionPoint Advisory Group's UL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Unilever (UL) in Q3 2024, closing a stake of 132 shares — an estimated $8.19K sold.

VisionPoint Advisory Group first reported a position in UL in Q4 2018 and held it in 14 quarters. The position peaked at $1.68M in Q4 2020. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 132 Unilever shares in Q3 2024, an estimated $8.19K.
  • VisionPoint Advisory Group first reported a position in Unilever in Q4 2018 and held it in 14 quarters.
  • VisionPoint Advisory Group's Unilever position peaked at $1.68M in Q4 2020.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.