VAMG
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Voisard Asset Management Group’s Unilever UL Stock Holding History

Voisard Asset Management 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
Q4 		– Sell
-101
Closed -$7.41K – 618
2024
Q3 		$7.41K Buy
+101
New +$6.98K ﹤0.01% 320
2024
Q1 		– Sell
-571
Closed -$31.1K – 387
2023
Q4 		$31.1K Buy
+571
New +$30.8K 0.02% 172

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Morgan Stanley
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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Voisard Asset Management Group's UL Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Unilever (UL) in Q4 2024, closing a stake of 101 shares — an estimated $7.41K sold.

Voisard Asset Management Group first reported a position in UL in Q4 2023 and held it in 2 quarters. The position peaked at $31.1K in Q4 2023. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 101 Unilever shares in Q4 2024, an estimated $7.41K.
  • Voisard Asset Management Group first reported a position in Unilever in Q4 2023 and held it in 2 quarters.
  • Voisard Asset Management Group's Unilever position peaked at $31.1K in Q4 2023.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.