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Boothbay Fund Management’s Unilever UL Stock Holding History

Boothbay Fund Management’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
-5,694
Closed -$416K – 1920
2024
Q3 		$416K Sell
5,694
-7,679
-57% -$531K 0.01% 1064
2024
Q2 		$827K Buy
13,373
+5,161
+63% +$305K 0.02% 786
2024
Q1 		$464K Buy
+8,212
New +$455K 0.01% 1033
2017
Q1 		– Sell
-20,855
Closed -$955 – 953
2016
Q4 		$955 Buy
+20,855
New +$972K 0.22% 95

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Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boothbay Fund Management's UL Position: Q4 2024 in Review

Boothbay Fund Management sold out of Unilever (UL) in Q4 2024, closing a stake of 5,694 shares — an estimated $416K sold.

Boothbay Fund Management first reported a position in UL in Q4 2016 and held it in 4 quarters. The position peaked at $827K in Q2 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Boothbay Fund Management reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Boothbay Fund Management sold 5,694 Unilever shares in Q4 2024, an estimated $416K.
  • Boothbay Fund Management first reported a position in Unilever in Q4 2016 and held it in 4 quarters.
  • Boothbay Fund Management's Unilever position peaked at $827K in Q2 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Boothbay Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.