Ownership history in HighMark Wealth Management LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in UNILEVER PLC (UL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighMark Wealth Management LLC underperformed the S&P 500 by β10.3% annually on this UL position. Timing score: 67% (6/9 decisions correct). Average cost basis: $55.51. Maximum drawdown during holding period: β22.5%.
β Significantly underperformed the S&P 500 by 10.3% ann.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 9 add/trim decisions correct
Best entry: $43.80 (2022 Q3) Β· Worst: $56.52 (2020 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 6 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size