WQ
UL icon

Wealth Quarterback’s Unilever UL Stock Holding History

Wealth Quarterback’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
2021
Q3 		$7K Buy
100
+1
+1% +$64 ﹤0.01% 540
2021
Q2 		$7K Buy
+99
New +$6.58K ﹤0.01% 550
2020
Q2 		– Sell
-268
Closed -$15.3K – 730
2020
Q1 		$15.3K Sell
268
-1,548
-85% -$97.1K 0.01% 392
2019
Q4 		$15.2K Buy
+1,816
New +$121K 0.01% 420

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealth Quarterback's UL Position: Q3 2021 in Review

Wealth Quarterback increased its Unilever (UL) stake by 1% in Q3 2021, buying an estimated $64 and bringing the position to 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Wealth Quarterback first reported a position in UL in Q4 2019 and has held it in 4 quarters since. The position peaked at $15.3K in Q1 2020. 1,003 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • Wealth Quarterback held 100 shares of Unilever worth $7K as of Q3 2021.
  • Wealth Quarterback bought 1 Unilever share in Q3 2021, an estimated $64.
  • Unilever made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #540 holding.
  • Wealth Quarterback first reported a position in Unilever in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Unilever position peaked at $15.3K in Q1 2020.
  • 1,003 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.