Wealthcare Advisory Partners’s Unilever UL Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-1,216	Closed	-$76K	–	1782
2021 Q1	$76K	Buy	+1,216	New	+$77.4K	0.01%	754
2020 Q2	–	Sell	-553	Closed	-$31K	–	1284
2020 Q1	$31K	Buy	553 +3	+0.5%	+$188	﹤0.01%	616
2019 Q4	$35K	Buy	550 +2	+0.4%	+$133	﹤0.01%	628
2019 Q3	$37K	Buy	548 +2	+0.4%	+$139	0.01%	603
2019 Q2	$38K	Buy	546 +2	+0.4%	+$136	0.01%	569
2019 Q1	$35K	Buy	544 +3	+0.6%	+$183	0.01%	538
2018 Q4	$32K	Buy	541 +1	+0.2%	+$60	0.01%	530
2018 Q3	$33K	Buy	540 +3	+0.6%	+$189	0.01%	562
2018 Q2	$33K	Buy	537 +3	+0.6%	+$186	0.01%	556
2018 Q1	$33K	Sell	534 -982	-65%	-$59.8K	0.01%	474
2017 Q4	$94K	Buy	1,516 +3	+0.2%	+$190	0.02%	268
2017 Q3	$99K	Buy	+1,513	New	+$97.2K	0.03%	216

Other funds holding UL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners's UL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Unilever (UL) in Q2 2021, closing a stake of 1,216 shares — an estimated $76K sold.

Wealthcare Advisory Partners first reported a position in UL in Q3 2017 and held it in 12 quarters. The position peaked at $99K in Q3 2017. 1,038 funds tracked by Wall St. Rank hold UL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,216 Unilever shares in Q2 2021, an estimated $76K.
Wealthcare Advisory Partners first reported a position in Unilever in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Unilever position peaked at $99K in Q3 2017.
1,038 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.