Barry Investment Advisors’s Unilever UL Stock Holding History

Barry Investment Advisors’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	-4,377	Closed	-$320K	–	117
2024 Q3	$320K	Sell	4,377 -96,995	-96%	-$6.7M	0.1%	85
2024 Q2	$6.27M	Sell	101,372 -1,000	-1%	-$59.1K	2.11%	15
2024 Q1	$5.78M	Buy	102,372 +234	+0.2%	+$13K	1.93%	18
2023 Q4	$5.57M	Sell	102,138 -1,994	-2%	-$108K	1.88%	19
2023 Q3	$5.79M	Sell	104,132 -1,288	-1%	-$74.4K	2.08%	18
2023 Q2	$6.18M	Sell	105,420 -79,176	-43%	-$4.7M	2.09%	18
2023 Q1	$10.8M	Buy	184,596 +207	+0.1%	+$11.8K	3.53%	4
2022 Q4	$10.4M	Buy	184,389 +3,589	+2%	+$192K	3.3%	5
2022 Q3	$8.92M	Buy	180,800 +7,511	+4%	+$392K	3.05%	9
2022 Q2	$8.94M	Buy	+173,289	New	+$8.83M	2.68%	13

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

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

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

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

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

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

Barry Investment Advisors's UL Position: Q4 2024 in Review

Barry Investment Advisors sold out of Unilever (UL) in Q4 2024, closing a stake of 4,377 shares — an estimated $320K sold.

Barry Investment Advisors first reported a position in UL in Q2 2022 and held it in 10 quarters. The position peaked at $10.8M in Q1 2023. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Barry Investment Advisors reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Barry Investment Advisors sold 4,377 Unilever shares in Q4 2024, an estimated $320K.
Barry Investment Advisors first reported a position in Unilever in Q2 2022 and held it in 10 quarters.
Barry Investment Advisors's Unilever position peaked at $10.8M in Q1 2023.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Barry Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.