Boston Financial Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $254K | Sell |
3,979
-120
| -3% | -$8.1K | 0.01% | 306 |
|
|
2024
Q3 | $300K | Sell |
4,099
-746
| -15% | -$51.6K | 0.01% | 281 |
|
|
2024
Q2 | $300K | Hold |
4,845
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $274K | Sell |
4,845
-828
| -15% | -$45.9K | 0.01% | 298 |
|
|
2023
Q4 | $309K | Hold |
5,673
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $315K | Sell |
5,673
-178
| -3% | -$10.3K | 0.01% | 262 |
|
|
2023
Q2 | $343K | Sell |
5,851
-106
| -2% | -$6.29K | 0.01% | 264 |
|
|
2023
Q1 | $348K | Sell |
5,957
-267
| -4% | -$15.2K | 0.01% | 255 |
|
|
2022
Q4 | $353K | Sell |
6,224
-2,615
| -30% | -$140K | 0.01% | 256 |
|
|
2022
Q3 | $436K | Sell |
8,839
-1,404
| -14% | -$73.4K | 0.02% | 225 |
|
|
2022
Q2 | $528K | Buy |
10,243
+103
| +1% | +$5.25K | 0.02% | 202 |
|
|
2022
Q1 | $520K | Sell |
10,140
-121
| -1% | -$6.74K | 0.02% | 203 |
|
|
2021
Q4 | $621K | Sell |
10,261
-141
| -1% | -$8.38K | 0.02% | 176 |
|
|
2021
Q3 | $634K | Sell |
10,402
-2,328
| -18% | -$148K | 0.03% | 170 |
|
|
2021
Q2 | $838K | Sell |
12,730
-7,333
| -37% | -$488K | 0.03% | 143 |
|
|
2021
Q1 | $1.26M | Sell |
20,063
-6,657
| -25% | -$424K | 0.06% | 120 |
|
|
2020
Q4 | $1.81M | Buy |
26,720
+5,760
| +27% | +$391K | 0.08% | 103 |
|
|
2020
Q3 | $1.45M | Sell |
20,960
-356
| -2% | -$23.8K | 0.07% | 112 |
|
|
2020
Q2 | $1.32M | Sell |
21,316
-3,451
| -14% | -$206K | 0.07% | 110 |
|
|
2020
Q1 | $1.41M | Sell |
24,767
-2,569
| -9% | -$161K | 0.09% | 108 |
|
|
2019
Q4 | $1.76M | Sell |
27,336
-533
| -2% | -$35.4K | 0.1% | 112 |
|
|
2019
Q3 | $1.88M | Sell |
27,869
-932
| -3% | -$64.6K | 0.11% | 112 |
|
|
2019
Q2 | $2.01M | Sell |
28,801
-2,600
| -8% | -$176K | 0.12% | 111 |
|
|
2019
Q1 | $2.04M | Sell |
31,401
-6,683
| -18% | -$407K | 0.12% | 113 |
|
|
2018
Q4 | $2.24M | Sell |
38,084
-5,377
| -12% | -$324K | 0.16% | 111 |
|
|
2018
Q3 | $2.69M | Sell |
43,461
-2,049
| -5% | -$129K | 0.16% | 117 |
|
|
2018
Q2 | $2.83M | Sell |
45,510
-1,030
| -2% | -$64K | 0.19% | 113 |
|
|
2018
Q1 | $2.91M | Sell |
46,540
-6,512
| -12% | -$396K | 0.2% | 118 |
|
|
2017
Q4 | $3.3M | Sell |
53,052
-1,056
| -2% | -$66.9K | 0.22% | 116 |
|
|
2017
Q3 | $3.53M | Sell |
54,108
-1,555
| -3% | -$99.9K | 0.25% | 114 |
|
|
2017
Q2 | $3.39M | Sell |
55,663
-5,102
| -8% | -$304K | 0.24% | 117 |
|
|
2017
Q1 | $3.37M | Sell |
60,765
-5,067
| -8% | -$256K | 0.25% | 118 |
|
|
2016
Q4 | $3.01M | Sell |
65,832
-4,702
| -7% | -$219K | 0.24% | 128 |
|
|
2016
Q3 | $3.76M | Sell |
70,534
-40,493
| -36% | -$2.14M | 0.31% | 113 |
|
|
2016
Q2 | $5.98M | Buy |
111,027
+2,484
| +2% | +$128K | 0.49% | 79 |
|
|
2016
Q1 | $5.52M | Buy |
108,543
+720
| +0.7% | +$35K | 0.83% | 42 |
|
|
2015
Q4 | $5.23M | Sell |
107,823
-4,146
| -4% | -$202K | 0.75% | 46 |
|
|
2015
Q3 | $5.14M | Sell |
111,969
-2,562
| -2% | -$123K | 0.73% | 46 |
|
|
2015
Q2 | $5.54M | Sell |
114,531
-10,840
| -9% | -$536K | 0.71% | 46 |
|
|
2015
Q1 | $5.88M | Sell |
125,371
-15,097
| -11% | -$724K | 0.74% | 45 |
|
|
2014
Q4 | $6.4M | Sell |
140,468
-7,613
| -5% | -$349K | 0.8% | 42 |
|
|
2014
Q3 | $6.98M | Buy |
148,081
+12,937
| +10% | +$639K | 0.92% | 34 |
|
|
2014
Q2 | $6.89M | Buy |
135,144
+2,412
| +2% | +$121K | 0.91% | 32 |
|
|
2014
Q1 | $6.39M | Buy |
132,732
+9,672
| +8% | +$437K | 0.86% | 34 |
|
|
2013
Q4 | $5.7M | Sell |
123,060
-5,963
| -5% | -$267K | 0.78% | 39 |
|
|
2013
Q3 | $5.6M | Sell |
129,023
-2,636
| -2% | -$120K | 0.84% | 37 |
|
|
2013
Q2 | $5.99M | Buy |
+131,659
| New | +$6.25M | 0.92% | 29 |
|
Other funds holding UL
Boston Financial Management's UL Position: Q4 2024 in Review
Boston Financial Management reduced its Unilever (UL) stake by 2.9% in Q4 2024, selling an estimated $8.1K and leaving 3,979 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #306.
Boston Financial Management first reported a position in UL in Q2 2013 and has held it in 47 quarters since. The position peaked at $6.98M in Q3 2014. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.
- Boston Financial Management held 3,979 shares of Unilever worth $254K as of Q4 2024.
- Boston Financial Management sold 120 Unilever shares in Q4 2024, an estimated $8.1K.
- Unilever made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #306 holding.
- Boston Financial Management first reported a position in Unilever in Q2 2013 and has held it in 47 quarters since.
- Boston Financial Management's Unilever position peaked at $6.98M in Q3 2014.
- 1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.
Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.