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Unilever shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Unilever (UL) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Unilever

Tip: Access up to 7 years of quarterly data

All positions including Unilever held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unilever by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 6.5k 50.19
2024-06-30 $359k 6.5k 54.99
2024-03-31 $325k 6.5k 50.19
2023-09-30 $226k 4.6k 49.40

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Unilever

Fisher Investments
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Morgan Stanley
Bank of America Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Hotchkis and Wiley Capital Management
Wells Fargo & Company
Dimensional Fund Advisors
Goldman Sachs Group
Lazard Asset Management
Alliancebernstein
BlackRock
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Unilever