Zeke Capital Advisors’s Unilever UL Stock Holding History

Zeke Capital 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 Q4	$827K	Sell	14,602 -13,433	-48%	-$719K	0.05%	171
2022 Q3	$1.38M	Buy	28,035 +108	+0.4%	+$5.64K	0.1%	99
2022 Q2	$1.44M	Buy	27,927 +3,031	+12%	+$154K	0.1%	103
2022 Q1	$1.28M	Buy	24,896 +2,650	+12%	+$148K	0.06%	122
2021 Q4	$1.35M	Buy	22,246 +3,303	+17%	+$196K	0.08%	81
2021 Q3	$1.16M	Hold	18,943	–	–	0.07%	88
2021 Q2	$1.25M	Hold	18,943	–	–	0.08%	85
2021 Q1	$1.19M	Hold	18,943	–	–	0.08%	78
2020 Q4	$1.29M	Buy	+18,943	New	+$1.29M	0.11%	67

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 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

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

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

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

Zeke Capital Advisors's UL Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Unilever (UL) stake by 48% in Q4 2022, selling an estimated $719K and leaving 14,602 shares worth $827K. The position accounts for 0.05% of the portfolio, ranked #171.

Zeke Capital Advisors first reported a position in UL in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

Zeke Capital Advisors held 14,602 shares of Unilever worth $827K as of Q4 2022.
Zeke Capital Advisors sold 13,433 Unilever shares in Q4 2022, an estimated $719K.
Unilever made up 0.05% of Zeke Capital Advisors's portfolio in Q4 2022, its #171 holding.
Zeke Capital Advisors first reported a position in Unilever in Q4 2020 and has held it in 9 quarters since.
Zeke Capital Advisors's Unilever position peaked at $1.44M in Q2 2022.
1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.