Balyasny Asset Management’s Unilever UL Stock Holding History

Balyasny Asset Management’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 Q2	–	Sell	-116,929	Closed	-$7.83M	–	3377
2025 Q1	$7.83M	Buy	116,929 +98,653	+540%	+$6.36M	0.01%	1046
2024 Q4	$1.17M	Buy	+18,276	New	+$1.23M	﹤0.01%	1881
2024 Q3	–	Sell	-70,285	Closed	-$4.35M	–	3183
2024 Q2	$4.35M	Buy	70,285 +44,108	+168%	+$2.61M	0.01%	1235
2024 Q1	$1.48M	Buy	26,177 +16,221	+163%	+$899K	﹤0.01%	1646
2023 Q4	$543K	Buy	+9,956	New	+$537K	﹤0.01%	1920
2023 Q3	–	Sell	-625,971	Closed	-$36.7M	–	2752
2023 Q2	$36.7M	Buy	+625,971	New	+$37.2M	0.08%	338
2020 Q4	–	Sell	-5,443	Closed	-$378K	–	1719
2020 Q3	$378K	Buy	+5,443	New	+$363K	﹤0.01%	1145
2020 Q1	–	Sell	-48,954	Closed	-$3.15M	–	1539
2019 Q4	$3.15M	Buy	48,954 +33,550	+218%	+$2.23M	0.02%	671
2019 Q3	$1.04M	Buy	+15,404	New	+$1.07M	0.01%	822
2019 Q1	–	Sell	-12,940	Closed	-$761K	–	1674
2018 Q4	$761K	Buy	+12,940	New	+$780K	0.01%	979
2017 Q2	–	Sell	-210,371	Closed	-$11.7M	–	1761
2017 Q1	$11.7M	Buy	+210,371	New	+$10.6M	0.05%	443

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

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

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

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

Balyasny Asset Management's UL Position: Q2 2025 in Review

Balyasny Asset Management sold out of Unilever (UL) in Q2 2025, closing a stake of 116,929 shares — an estimated $7.83M sold.

Balyasny Asset Management first reported a position in UL in Q1 2017 and held it in 11 quarters. The position peaked at $36.7M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Balyasny Asset Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Balyasny Asset Management sold 116,929 Unilever shares in Q2 2025, an estimated $7.83M.
Balyasny Asset Management first reported a position in Unilever in Q1 2017 and held it in 11 quarters.
Balyasny Asset Management's Unilever position peaked at $36.7M in Q2 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.