World Equity Group’s Unilever UL Stock Holding History

World Equity Group’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	-19,169	Closed	-$1.19M	–	317
2024 Q2	$1.19M	Sell	19,169 -19,946	-51%	-$1.18M	0.35%	78
2024 Q1	$2.21M	Buy	39,115 +1,197	+3%	+$66.3K	0.45%	52
2023 Q4	$2.07M	Sell	37,918 -1,051	-3%	-$56.7K	0.41%	54
2023 Q3	$2.17M	Buy	38,969 +18,488	+90%	+$1.07M	0.45%	54
2023 Q2	$1.2M	Buy	20,481 +18,135	+773%	+$1.08M	0.35%	75
2023 Q1	$219K	Sell	2,346 -17,511	-88%	-$995K	0.03%	445
2022 Q4	$1.12M	Sell	19,857 -975	-5%	-$52.2K	0.27%	104
2022 Q3	$1.03M	Buy	20,832 +550	+3%	+$28.7K	0.26%	95
2022 Q2	$1.05M	Buy	20,282 +1,072	+6%	+$54.6K	0.26%	107
2022 Q1	$985K	Buy	+19,210	New	+$1.07M	0.21%	131

Other funds holding UL

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

World Equity Group's UL Position: Q3 2024 in Review

World Equity Group sold out of Unilever (UL) in Q3 2024, closing a stake of 19,169 shares — an estimated $1.19M sold.

World Equity Group first reported a position in UL in Q1 2022 and held it in 10 quarters. The position peaked at $2.21M in Q1 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

World Equity Group reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
World Equity Group sold 19,169 Unilever shares in Q3 2024, an estimated $1.19M.
World Equity Group first reported a position in Unilever in Q1 2022 and held it in 10 quarters.
World Equity Group's Unilever position peaked at $2.21M in Q1 2024.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.