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Wetzel Investment Advisors’s Unilever UL Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-287
Closed -$16.2K – 840
2024
Q2 		$16.2K Hold
287
– – 0.01% 378
2024
Q1 		$15.1K Hold
287
– – 0.01% 432
2023
Q4 		$16K Buy
+287
New +$15.5K 0.01% 424

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wetzel Investment Advisors's UL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Unilever (UL) in Q3 2024, closing a stake of 287 shares — an estimated $16.2K sold.

Wetzel Investment Advisors first reported a position in UL in Q4 2023 and held it in 3 quarters. The position peaked at $16.2K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 287 Unilever shares in Q3 2024, an estimated $16.2K.
  • Wetzel Investment Advisors first reported a position in Unilever in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Unilever position peaked at $16.2K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.