Bray Capital Advisors’s Unilever UL Stock Holding History

Bray Capital Advisors’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	$14.2K	Hold	222	–	–	﹤0.01%	223
2024 Q3	$16.2K	Hold	222	–	–	﹤0.01%	220
2024 Q2	$13.7K	Hold	222	–	–	﹤0.01%	222
2024 Q1	$12.5K	Hold	222	–	–	﹤0.01%	227
2023 Q4	$12.1K	Hold	222	–	–	﹤0.01%	228
2023 Q3	$12.3K	Hold	222	–	–	﹤0.01%	227
2023 Q2	$13K	Hold	222	–	–	﹤0.01%	230
2023 Q1	$13K	Hold	222	–	–	﹤0.01%	240
2022 Q4	$12.6K	Hold	222	–	–	﹤0.01%	235
2022 Q3	$11K	Hold	222	–	–	﹤0.01%	253
2022 Q2	$11K	Hold	222	–	–	﹤0.01%	245
2022 Q1	$11K	Hold	222	–	–	﹤0.01%	249
2021 Q4	$13K	Hold	222	–	–	﹤0.01%	245
2021 Q3	$14K	Hold	222	–	–	﹤0.01%	238
2021 Q2	$15K	Hold	222	–	–	﹤0.01%	235
2021 Q1	$14K	Hold	222	–	–	﹤0.01%	237
2020 Q4	$15K	Buy	+222	New	+$15.1K	﹤0.01%	238
2015 Q4	–	Sell	-444	Closed	-$20K	–	295
2015 Q3	$20K	Hold	444	–	–	0.01%	274
2015 Q2	$21K	Buy	+444	New	+$21.9K	0.01%	288

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bray Capital Advisors's UL Position: Q4 2024 in Review

Bray Capital Advisors held its Unilever (UL) position steady in Q4 2024 at 222 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Bray Capital Advisors first reported a position in UL in Q2 2015 and has held it in 19 quarters since. The position peaked at $21K in Q2 2015. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Bray Capital Advisors held 222 shares of Unilever worth $14.2K as of Q4 2024.
Bray Capital Advisors left its Unilever share count unchanged in Q4 2024.
Unilever made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #223 holding.
Bray Capital Advisors first reported a position in Unilever in Q2 2015 and has held it in 19 quarters since.
Bray Capital Advisors's Unilever position peaked at $21K in Q2 2015.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.