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Aspire Private Capital’s Unilever UL Stock Holding History

Aspire Private Capital’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
2024
Q4 		– Sell
-359
Closed -$26.3K – 597
2024
Q3 		$26.3K Hold
359
– – 0.01% 282
2024
Q2 		$22.2K Sell
359
-85
-19% -$5.02K 0.01% 305
2024
Q1 		$25.1K Sell
444
-53
-11% -$2.94K 0.01% 295
2023
Q4 		$27.1K Sell
497
-598
-55% -$32.3K 0.01% 278
2023
Q3 		$60.9K Buy
1,095
+418
+62% +$24.2K 0.02% 199
2023
Q2 		$39.7K Sell
677
-15
-2% -$891 0.01% 229
2023
Q1 		$40.4K Sell
692
-102
-13% -$5.79K 0.01% 221
2022
Q4 		$45K Sell
794
-49
-6% -$2.62K 0.02% 200
2022
Q3 		$42K Sell
843
-69
-8% -$3.6K 0.02% 213
2022
Q2 		$47K Sell
912
-22
-2% -$1.12K 0.02% 210
2022
Q1 		$48K Sell
934
-323
-26% -$18K 0.02% 210
2021
Q4 		$76K Sell
1,257
-212
-14% -$12.6K 0.02% 190
2021
Q3 		$90K Sell
1,469
-245
-14% -$15.6K 0.03% 170
2021
Q2 		$113K Sell
1,714
-1,986
-54% -$132K 0.04% 168
2021
Q1 		$232K Sell
3,700
-1,840
-33% -$117K 0.08% 140
2020
Q4 		$376K Sell
5,540
-216
-4% -$14.7K 0.14% 85
2020
Q3 		$399K Sell
5,756
-155
-3% -$10.3K 0.16% 80
2020
Q2 		$365K Buy
5,911
+2,615
+79% +$156K 0.17% 78
2020
Q1 		$187K Buy
3,296
+3,284
+27,367% +$206K 0.1% 88
2019
Q4 		$1K Sell
12
-12
-50% -$797 ﹤0.01% 461
2019
Q3 		$2K Hold
24
– – ﹤0.01% 376
2019
Q2 		$2K Buy
+24
New +$1.63K ﹤0.01% 411

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Aspire Private Capital's UL Position: Q4 2024 in Review

Aspire Private Capital sold out of Unilever (UL) in Q4 2024, closing a stake of 359 shares — an estimated $26.3K sold.

Aspire Private Capital first reported a position in UL in Q2 2019 and held it in 22 quarters. The position peaked at $399K in Q3 2020. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Aspire Private Capital reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 359 Unilever shares in Q4 2024, an estimated $26.3K.
  • Aspire Private Capital first reported a position in Unilever in Q2 2019 and held it in 22 quarters.
  • Aspire Private Capital's Unilever position peaked at $399K in Q3 2020.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.