Buffington Mohr McNeal’s Unilever UL Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$264K	Sell	3,938 -22,822	-85%	-$1.47M	0.05%	97
2024 Q4	$1.71M	Buy	26,760 +578	+2%	+$39K	0.28%	50
2024 Q3	$1.91M	Sell	26,182 -31	-0.1%	-$2.14K	0.31%	50
2024 Q2	$1.62M	Buy	26,213 +2,022	+8%	+$119K	0.28%	51
2024 Q1	$1.37M	Buy	24,191 +315	+1%	+$17.5K	0.25%	53
2023 Q4	$1.3M	Buy	23,876 +1,448	+6%	+$78.1K	0.26%	52
2023 Q3	$1.25M	Buy	22,428 +347	+2%	+$20.1K	0.28%	53
2023 Q2	$1.29M	Buy	22,081 +3,125	+16%	+$186K	0.28%	57
2023 Q1	$1.11M	Buy	+18,956	New	+$1.08M	0.25%	63

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

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

Buffington Mohr McNeal's UL Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Unilever (UL) stake by 85% in Q1 2025, selling an estimated $1.47M and leaving 3,938 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #97.

Buffington Mohr McNeal first reported a position in UL in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.91M in Q3 2024. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Buffington Mohr McNeal held 3,938 shares of Unilever worth $264K as of Q1 2025.
Buffington Mohr McNeal sold 22,822 Unilever shares in Q1 2025, an estimated $1.47M.
Unilever made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #97 holding.
Buffington Mohr McNeal first reported a position in Unilever in Q1 2023 and has held it in 9 quarters since.
Buffington Mohr McNeal's Unilever position peaked at $1.91M in Q3 2024.
1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.