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VitalStone Financial’s Unilever UL Stock Holding History

VitalStone Financial’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 		$3.18K Sell
44
-2
-4% -$138 ﹤0.01% 341
2024
Q2 		$2.86K Buy
+46
New +$2.72K ﹤0.01% 359

Other funds holding UL

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Fisher Asset Management
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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

VitalStone Financial's UL Position: Q3 2024 in Review

VitalStone Financial reduced its Unilever (UL) stake by 4.3% in Q3 2024, selling an estimated $138 and leaving 44 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

VitalStone Financial first reported a position in UL in Q2 2024 and has held it in 2 quarters since. 1,175 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • VitalStone Financial held 44 shares of Unilever worth $3.18K as of Q3 2024.
  • VitalStone Financial sold 2 Unilever shares in Q3 2024, an estimated $138.
  • Unilever made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #341 holding.
  • VitalStone Financial first reported a position in Unilever in Q2 2024 and has held it in 2 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.