ZIG
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Zullo Investment Group’s Unilever UL Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-691
Closed -$39.1K – 674
2022
Q4 		$39.1K Sell
691
-265
-28% -$14.2K 0.02% 309
2022
Q3 		$47K Sell
956
-3
-0.3% -$157 0.03% 281
2022
Q2 		$49K Sell
959
-107
-10% -$5.45K 0.03% 288
2022
Q1 		$55K Sell
1,066
-114
-10% -$6.34K 0.03% 294
2021
Q4 		$71K Buy
+1,180
New +$70.1K 0.04% 263

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Zullo Investment Group's UL Position: Q1 2023 in Review

Zullo Investment Group sold out of Unilever (UL) in Q1 2023, closing a stake of 691 shares — an estimated $39.1K sold.

Zullo Investment Group first reported a position in UL in Q4 2021 and held it in 5 quarters. The position peaked at $71K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • Zullo Investment Group reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 691 Unilever shares in Q1 2023, an estimated $39.1K.
  • Zullo Investment Group first reported a position in Unilever in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Unilever position peaked at $71K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.