WIM
UL icon

WealthPlan Investment Management’s Unilever UL Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-308
Closed -$18K – 345
2023
Q2 		$18K Buy
+308
New +$18.3K 0.01% 246

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's UL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Unilever (UL) in Q3 2023, closing a stake of 308 shares — an estimated $18K sold.

WealthPlan Investment Management first reported a position in UL in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 308 Unilever shares in Q3 2023, an estimated $18K.
  • WealthPlan Investment Management first reported a position in Unilever in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Unilever position peaked at $18K in Q2 2023.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.