WR Wealth Planners’s Unilever UL Stock Holding History

WR Wealth Planners’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 Q4	$809K	Sell	12,684 -1,491	-11%	-$101K	0.26%	58
2024 Q3	$1.04M	Buy	14,175 +486	+4%	+$33.6K	0.29%	58
2024 Q2	$847K	Buy	13,689 +2,038	+17%	+$120K	0.26%	57
2024 Q1	$658K	Buy	11,651 +794	+7%	+$44K	0.2%	71
2023 Q4	$592K	Buy	10,857 +1,273	+13%	+$68.7K	0.22%	86
2023 Q3	$533K	Buy	9,584 +220	+2%	+$12.7K	0.2%	78
2023 Q2	$549K	Buy	9,364 +320	+4%	+$19K	0.21%	73
2023 Q1	$528K	Buy	9,044 +1,301	+17%	+$73.9K	0.23%	69
2022 Q4	$439K	Buy	7,743 +7,685	+13,250%	+$411K	0.27%	64
2022 Q3	$2.85K	Hold	58	–	–	﹤0.01%	367
2022 Q2	$2.98K	Hold	58	–	–	﹤0.01%	391
2022 Q1	$2.96K	Buy	+58	New	+$3.23K	﹤0.01%	402

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

WR Wealth Planners's UL Position: Q4 2024 in Review

WR Wealth Planners reduced its Unilever (UL) stake by 11% in Q4 2024, selling an estimated $101K and leaving 12,684 shares worth $809K. The position accounts for 0.26% of the portfolio, ranked #58.

WR Wealth Planners first reported a position in UL in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.04M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.

WR Wealth Planners held 12,684 shares of Unilever worth $809K as of Q4 2024.
WR Wealth Planners sold 1,491 Unilever shares in Q4 2024, an estimated $101K.
Unilever made up 0.26% of WR Wealth Planners's portfolio in Q4 2024, its #58 holding.
WR Wealth Planners first reported a position in Unilever in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Unilever position peaked at $1.04M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.