York Bridge Wealth Partners, LLC Unilever PLC Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$43.05 - $48.33 $377,763 - $424,095	-8,775 Closed	0 $0
Q1 2022 Apr 15, 2022	BUY	$43.71 - $54.29 $2,884 - $3,583	66 Added 0.76%	8,775 $400,000
Q4 2021 Jan 19, 2022	SELL	$50.61 - $54.21 $18,371 - $19,678	-363 Reduced 4.0%	8,709 $468,000
Q3 2021 Oct 22, 2021	BUY	$53.95 - $60.15 $30,859 - $34,405	572 Added 6.73%	9,072 $492,000
Q2 2021 Jul 22, 2021	BUY	$55.86 - $61.05 $21,897 - $23,931	392 Added 4.83%	8,500 $497,000

Q1 2021 Apr 15, 2021	BUY	$52.06 - $60.97 $75,278 - $88,162	1,446 Added 21.71%	8,108 $453,000
Q4 2020 Jan 19, 2021	BUY	$56.83 - $63.44 $56,830 - $63,440	1,000 Added 17.66%	6,662 $402,000
Q3 2020 Oct 19, 2020	BUY	$53.71 - $62.47 $9,990 - $11,619	186 Added 3.4%	5,662 $349,000
Q2 2020 Jul 20, 2020	BUY	$49.18 - $57.37 $58,278 - $67,983	1,185 Added 27.62%	5,476 $301,000
Q1 2020 Apr 16, 2020	SELL	$44.62 - $60.96 $17,491 - $23,896	-392 Reduced 8.37%	4,291 $217,000
Q4 2019 Jan 17, 2020	SELL	$55.9 - $61.91 $38,626 - $42,779	-691 Reduced 12.86%	4,683 $268,000
Q3 2019 Oct 21, 2019	SELL	$58.69 - $64.83 $6,162 - $6,807	-105 Reduced 1.92%	5,374 $323,000
Q2 2019 Jul 18, 2019	SELL	$57.26 - $63.16 $4,008 - $4,421	-70 Reduced 1.26%	5,479 $340,000
Q1 2019 May 09, 2019	BUY	$51.6 - $57.83 $7,327 - $8,211	142 Added 2.63%	5,549 $320,000
Q4 2018 Feb 14, 2019	SELL	$50.97 - $55.23 $7,084 - $7,676	-139 Reduced 2.51%	5,407 $283,000
Q2 2018 Aug 10, 2018	BUY	$53.51 - $56.46 $58,432 - $61,654	1,092 Added 24.52%	5,546 $307,000
Q1 2018 May 15, 2018	BUY	$51.2 - $57.66 $30,361 - $34,192	593 Added 15.36%	4,454 $248,000
Q4 2017 Feb 12, 2018	BUY	$54.11 - $59.92 $25,539 - $28,282	472 Added 13.93%	3,861 $208,000
Q3 2017 Oct 27, 2017	BUY	$56.61 - $59.63 $339 - $357	6 Added 0.18%	3,389 $196,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,383	3,383 $182,000

Others Institutions Holding UL

# of Institutions

1,175

Shares Held

247M

Call Options Held

1.9M

Put Options Held

584K

Wellington Management Group LLP Boston, MA

35.6M
Shares

$1.96 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

16M
Shares

$878 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

14.3M
Shares

$787 Million
0.34% of portfolio
Pendal Group LTD

10.1M
Shares

$553 Million
4.15% of portfolio
Bank Of America Corp Charlotte, NC

8.93M
Shares

$491 Million
0.04% of portfolio

View Full List

About UNILEVER PLC

Ticker UL
Exchange OTC
Sector Consumer Defensive
Industry Household & Personal Products
Shares Outstandng 2,535,589,888
Market Cap $139B
Description
Unilever PLC operates as a fast-moving consumer goods company. It operates through Beauty & Personal Care, Foods & Refreshment, and Home Care segments. The Beauty & Personal Care segment provides skin care and hair care products, deodorants, and skin cleansing products. The Foods & Refreshment segment offers ice cream, soups, bou...

More about UL

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