WA1
UL icon

Wimmer Associates 1’s Unilever UL Stock Holding History

Wimmer Associates 1’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
Q3 		– Sell
-3,366
Closed -$222K – 123
2021
Q2 		$222K Sell
3,366
-129
-4% -$8.58K 0.13% 113
2021
Q1 		$220K Buy
3,495
+19
+0.5% +$1.21K 0.12% 111
2020
Q4 		$236K Sell
3,476
-45
-1% -$3.05K 0.14% 102
2020
Q3 		$244K Buy
3,521
+467
+15% +$31.2K 0.16% 95
2020
Q2 		$205K Buy
+3,054
New +$182K 0.16% 101
2020
Q1 		– Sell
-3,152
Closed -$203K – 104
2019
Q4 		$203K Buy
3,152
+133
+4% +$8.83K 0.16% 104
2019
Q3 		$204K Buy
+3,019
New +$209K 0.18% 98
2017
Q4 		– Sell
-3,866
Closed -$252K – 108
2017
Q3 		$252K Sell
3,866
-889
-19% -$57.1K 0.23% 102
2017
Q2 		$289K Hold
4,755
– – 0.27% 93
2017
Q1 		$264K Sell
4,755
-163
-3% -$8.25K 0.25% 100
2016
Q4 		$225K Buy
4,918
+520
+12% +$24.2K 0.21% 105
2016
Q3 		$235K Sell
4,398
-356
-7% -$18.8K 0.21% 102
2016
Q2 		$256K Buy
4,754
+471
+11% +$24.2K 0.23% 96
2016
Q1 		$218K Buy
+4,283
New +$208K 0.2% 105

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