WealthStone’s Unilever UL Stock Holding History

WealthStone’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 Q1	–	Sell	-4,332	Closed	-$294K	–	292
2020 Q4	$294K	Buy	+4,332	New	+$294K	0.1%	138
2019 Q3	–	Sell	-13,778	Closed	-$961K	–	572
2019 Q2	$961K	Buy	13,778 +13,720	+23,655%	+$931K	0.43%	47
2019 Q1	$4K	Buy	+58	New	+$3.53K	0.14%	27

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthStone's UL Position: Q1 2021 in Review

WealthStone sold out of Unilever (UL) in Q1 2021, closing a stake of 4,332 shares — an estimated $294K sold.

WealthStone first reported a position in UL in Q1 2019 and held it in 3 quarters. The position peaked at $961K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

WealthStone reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
WealthStone sold 4,332 Unilever shares in Q1 2021, an estimated $294K.
WealthStone first reported a position in Unilever in Q1 2019 and held it in 3 quarters.
WealthStone's Unilever position peaked at $961K in Q2 2019.
1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.