Bayforest Capital’s Unilever UL Stock Holding History

Bayforest 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
2026 Q3	–	Sell	-659	Closed	-$39.6K	–	1207
2026 Q2	$39.6K	Sell	659 -114	-15%	-$6.59K	0.04%	674
2026 Q1	$44K	Buy	773 +466	+152%	+$31.2K	0.05%	590
2025 Q4	$20.1K	Buy	+307	New	+$20.6K	0.02%	679
2025 Q2	–	Sell	-34	Closed	-$2.26K	–	913
2025 Q1	$2.26K	Sell	34 -203	-86%	-$13.1K	﹤0.01%	703
2024 Q4	$15.1K	Buy	+237	New	+$16K	0.02%	599

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Bayforest Capital's UL Position: Q3 2026 in Review

Bayforest Capital sold out of Unilever (UL) in Q3 2026, closing a stake of 659 shares — an estimated $39.6K sold.

Bayforest Capital first reported a position in UL in Q4 2024 and held it in 5 quarters. The position peaked at $44K in Q1 2026. 685 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Bayforest Capital reported no remaining Unilever position as of Q3 2026 after selling out during the quarter.
Bayforest Capital sold 659 Unilever shares in Q3 2026, an estimated $39.6K.
Bayforest Capital first reported a position in Unilever in Q4 2024 and held it in 5 quarters.
Bayforest Capital's Unilever position peaked at $44K in Q1 2026.
685 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.