Wipfli Financial Advisors’s Unilever UL Stock Holding History

Wipfli Financial 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
2022 Q3	$246K	Buy	+4,985	New	+$260K	0.02%	386

Other funds holding UL

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GRQ

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

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

Wipfli Financial Advisors's UL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Unilever (UL) in Q3 2022: 4,985 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings.

1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

Wipfli Financial Advisors held 4,985 shares of Unilever worth $246K as of Q3 2022.
Unilever was a new Wipfli Financial Advisors position in Q3 2022.
Unilever made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #386 holding.
1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.