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WealthPLAN Partners’s Unilever UL Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-667
Closed -$39.1K – 1112
2023
Q2 		$39.1K Sell
667
-198
-23% -$11.8K 0.01% 555
2023
Q1 		$50.5K Buy
+865
New +$49.1K 0.01% 555
2021
Q1 		– Sell
-3,495
Closed -$220K – 351
2020
Q4 		$220K Buy
+3,495
New +$237K 0.02% 305
2019
Q2 		– Sell
-8,948
Closed -$607K – 275
2019
Q1 		$607K Buy
8,948
+1,083
+14% +$66K 0.09% 142
2018
Q4 		$482K Buy
7,865
+479
+6% +$28.9K 0.08% 158
2018
Q3 		$452K Buy
7,386
+1,062
+17% +$67K 0.08% 156
2018
Q2 		$393K Buy
6,324
+366
+6% +$22.7K 0.08% 166
2018
Q1 		$372K Buy
+5,958
New +$363K 0.08% 170
2017
Q2 		– Sell
-444
Closed -$24.6K – 408
2017
Q1 		$24.6K Buy
+444
New +$22.5K 0.09% 166
2016
Q3 		$48.8K Sell
908
-521
-36% -$27.5K 0.02% 340
2016
Q2 		$38.6K Buy
+1,429
New +$73.4K ﹤0.01% 1045
2015
Q4 		$44 Buy
+889
New +$43.4K ﹤0.01% 1668

Other funds holding UL

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BlackRock
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's UL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Unilever (UL) in Q3 2023, closing a stake of 667 shares — an estimated $39.1K sold.

WealthPLAN Partners first reported a position in UL in Q4 2015 and held it in 12 quarters. The position peaked at $607K in Q1 2019. 1,066 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 667 Unilever shares in Q3 2023, an estimated $39.1K.
  • WealthPLAN Partners first reported a position in Unilever in Q4 2015 and held it in 12 quarters.
  • WealthPLAN Partners's Unilever position peaked at $607K in Q1 2019.
  • 1,066 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.