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Canoe Financial’s Unilever UL Stock Holding History

Canoe Financial’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
-318,647
Closed -$23.5M – 107
2024
Q3 		$23.5M Buy
+318,647
New +$22M 0.56% 45
2023
Q2 		– Sell
-231,683
Closed -$13.6M – 115
2023
Q1 		$13.6M Buy
+231,683
New +$13.2M 0.19% 98

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Canoe Financial's UL Position: Q4 2024 in Review

Canoe Financial sold out of Unilever (UL) in Q4 2024, closing a stake of 318,647 shares — an estimated $23.5M sold.

Canoe Financial first reported a position in UL in Q1 2023 and held it in 2 quarters. The position peaked at $23.5M in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Canoe Financial reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Canoe Financial sold 318,647 Unilever shares in Q4 2024, an estimated $23.5M.
  • Canoe Financial first reported a position in Unilever in Q1 2023 and held it in 2 quarters.
  • Canoe Financial's Unilever position peaked at $23.5M in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Canoe Financial's 13F filing for Q4 2024, filed 15 Jan 2025.