Bill Gates’s Unilever UL Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-64,542	Closed	-$3.59M	–	70
2023 Q3	$3.59M	Buy	+64,542	New	+$3.73M	0.01%	40

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bill Gates's UL Position: Q4 2023 in Review

Bill Gates sold out of Unilever (UL) in Q4 2023, closing a stake of 64,542 shares — an estimated $3.59M sold.

Bill Gates first reported a position in UL in Q3 2023 and held it in 1 quarter. The position peaked at $3.59M in Q3 2023. 1,108 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Bill Gates reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 64,542 Unilever shares in Q4 2023, an estimated $3.59M.
Bill Gates first reported a position in Unilever in Q3 2023 and held it in 1 quarter.
Bill Gates's Unilever position peaked at $3.59M in Q3 2023.
1,108 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.