Beutel, Goodman & Co’s Unilever UL Stock Holding History

Beutel, Goodman & Co’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 Q1	$534K	Buy	9,382 +2,084	+29%	+$140K	﹤0.01%	112
2025 Q4	$477K	Sell	7,298 -66	-0.9%	-$4.44K	﹤0.01%	113
2025 Q3	$491K	Sell	7,364 -72	-1%	-$4.97K	﹤0.01%	110
2025 Q2	$511K	Hold	7,436	–	–	﹤0.01%	111
2025 Q1	$498K	Buy	7,436 +312	+4%	+$20.1K	﹤0.01%	114
2024 Q4	$454K	Sell	7,124 -547	-7%	-$36.9K	﹤0.01%	67
2024 Q3	$560K	Sell	7,671 -862	-10%	-$59.6K	﹤0.01%	66
2024 Q2	$527K	Hold	8,533	–	–	﹤0.01%	67
2024 Q1	$481K	Buy	8,533 +2,951	+53%	+$163K	﹤0.01%	67
2023 Q4	$304K	Buy	5,582 +1,644	+42%	+$88.7K	﹤0.01%	70
2023 Q3	$218K	Hold	3,938	–	–	﹤0.01%	69
2023 Q2	$230K	Hold	3,938	–	–	﹤0.01%	67
2023 Q1	$230K	Sell	3,938 -169	-4%	-$9.6K	﹤0.01%	67
2022 Q4	$232K	Sell	4,107 -1,453	-26%	-$77.8K	﹤0.01%	65
2022 Q3	$274K	Buy	5,560 +204	+4%	+$10.7K	﹤0.01%	65
2022 Q2	$276K	Sell	5,356 -168	-3%	-$8.56K	﹤0.01%	65
2022 Q1	$283K	Buy	5,524 +426	+8%	+$23.7K	﹤0.01%	63
2021 Q4	$308K	Buy	+5,098	New	+$303K	﹤0.01%	60
2019 Q4	–	Sell	-71,731	Closed	-$4.89M	–	71
2019 Q3	$4.89M	Buy	+71,731	New	+$4.97M	0.03%	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

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

Bank of America

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return