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YorkBridge Wealth Partners’s Unilever UL Stock Holding History

YorkBridge Wealth Partners’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
Q2 		– Sell
-7,800
Closed -$400K – 293
2022
Q1 		$400K Buy
7,800
+59
+0.8% +$3.28K 0.09% 179
2021
Q4 		$468K Sell
7,741
-323
-4% -$19.2K 0.1% 149
2021
Q3 		$492K Buy
8,064
+508
+7% +$32.4K 0.12% 130
2021
Q2 		$497K Buy
7,556
+349
+5% +$23.2K 0.13% 125
2021
Q1 		$453K Buy
7,207
+1,285
+22% +$81.8K 0.13% 125
2020
Q4 		$402K Buy
5,922
+889
+18% +$60.3K 0.13% 123
2020
Q3 		$349K Buy
5,033
+165
+3% +$11K 0.15% 122
2020
Q2 		$301K Buy
4,868
+1,054
+28% +$63K 0.14% 132
2020
Q1 		$217K Sell
3,814
-349
-8% -$21.9K 0.13% 147
2019
Q4 		$268K Sell
4,163
-614
-13% -$40.8K 0.12% 151
2019
Q3 		$323K Sell
4,777
-93
-2% -$6.44K 0.16% 126
2019
Q2 		$340K Sell
4,870
-62
-1% -$4.21K 0.15% 126
2019
Q1 		$320K Buy
4,932
+126
+3% +$7.67K 0.15% 128
2018
Q4 		$283K Sell
4,806
-124
-3% -$7.47K 0.15% 129
2018
Q3 		$306K Hold
4,930
– – 0.14% 135
2018
Q2 		$307K Buy
4,930
+971
+25% +$60.3K 0.13% 141
2018
Q1 		$248K Buy
3,959
+527
+15% +$32.1K 0.11% 161
2017
Q4 		$208K Buy
3,432
+420
+14% +$26.6K 0.1% 172
2017
Q3 		$196K Buy
3,012
+5
+0.2% +$321 0.1% 175
2017
Q2 		$182K Buy
3,007
+545
+22% +$32.5K 0.1% 179
2017
Q1 		$143K Sell
2,462
-93
-4% -$4.71K 0.07% 197
2016
Q4 		$115K Buy
+2,555
New +$119K 0.07% 224

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

YorkBridge Wealth Partners's UL Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Unilever (UL) in Q2 2022, closing a stake of 7,800 shares — an estimated $400K sold.

YorkBridge Wealth Partners first reported a position in UL in Q4 2016 and held it in 22 quarters. The position peaked at $497K in Q2 2021. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 7,800 Unilever shares in Q2 2022, an estimated $400K.
  • YorkBridge Wealth Partners first reported a position in Unilever in Q4 2016 and held it in 22 quarters.
  • YorkBridge Wealth Partners's Unilever position peaked at $497K in Q2 2021.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.