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Beach Investment Counsel’s Unilever UL Stock Holding History

Beach Investment Counsel’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 		$1.89M Sell
28,224
-2,489
-8% -$161K 0.28% 56
2024
Q4 		$1.96M Sell
30,713
-8,968
-23% -$606K 0.26% 56
2024
Q3 		$2.9M Sell
39,681
-1,333
-3% -$92.1K 0.36% 49
2024
Q2 		$2.54M Sell
41,014
-13,558
-25% -$801K 0.31% 56
2024
Q1 		$2.98M Sell
54,572
-2
-0% -$111 0.37% 58
2023
Q4 		$2.98M Sell
54,574
-11,787
-18% -$636K 0.37% 58
2023
Q3 		$3.69M Buy
66,361
+5,088
+8% +$294K 0.46% 61
2023
Q2 		$3.59M Sell
61,273
-1,244
-2% -$73.9K 0.43% 62
2023
Q1 		$3.65M Hold
62,517
– – 0.49% 50
2022
Q4 		$3.54M Buy
62,517
+146
+0.2% +$7.81K 0.44% 54
2022
Q3 		$3.08M Buy
62,371
+655
+1% +$34.2K 0.44% 55
2022
Q2 		$3.18M Buy
61,716
+384
+0.6% +$19.6K 0.4% 62
2022
Q1 		$3.14M Buy
61,332
+34
+0.1% +$1.89K 0.33% 73
2021
Q4 		$3.71M Sell
61,298
-2,666
-4% -$158K 0.49% 58
2021
Q3 		$3.9M Sell
63,964
-4,707
-7% -$300K 0.37% 62
2021
Q2 		$4.52M Sell
68,671
-6,809
-9% -$453K 0.4% 64
2021
Q1 		$4.74M Buy
75,480
+889
+1% +$56.6K 0.42% 61
2020
Q4 		$5.07M Buy
+74,591
New +$5.06M 0.48% 57

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Beach Investment Counsel's UL Position: Q1 2025 in Review

Beach Investment Counsel reduced its Unilever (UL) stake by 8.1% in Q1 2025, selling an estimated $161K and leaving 28,224 shares worth $1.89M. The position accounts for 0.28% of the portfolio, ranked #56.

Beach Investment Counsel first reported a position in UL in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.07M in Q4 2020. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Beach Investment Counsel held 28,224 shares of Unilever worth $1.89M as of Q1 2025.
  • Beach Investment Counsel sold 2,489 Unilever shares in Q1 2025, an estimated $161K.
  • Unilever made up 0.28% of Beach Investment Counsel's portfolio in Q1 2025, its #56 holding.
  • Beach Investment Counsel first reported a position in Unilever in Q4 2020 and has held it in 18 quarters since.
  • Beach Investment Counsel's Unilever position peaked at $5.07M in Q4 2020.
  • 1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.