Avantra Family Wealth’s Unilever UL Stock Holding History

Avantra Family Wealth’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
2025 Q1	–	Sell	-8,291	Closed	-$529K	–	168
2024 Q4	$529K	Buy	+8,291	New	+$560K	0.49%	63

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Avantra Family Wealth's UL Position: Q1 2025 in Review

Avantra Family Wealth sold out of Unilever (UL) in Q1 2025, closing a stake of 8,291 shares — an estimated $529K sold.

Avantra Family Wealth first reported a position in UL in Q4 2024 and held it in 1 quarter. The position peaked at $529K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Avantra Family Wealth reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Avantra Family Wealth sold 8,291 Unilever shares in Q1 2025, an estimated $529K.
Avantra Family Wealth first reported a position in Unilever in Q4 2024 and held it in 1 quarter.
Avantra Family Wealth's Unilever position peaked at $529K in Q4 2024.
1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.