Capital Insight Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-35,934
| Closed | -$2.47M | – | 167 |
|
|
2025
Q2 | $2.47M | Sell |
35,934
-2,742
| -7% | -$192K | 0.43% | 66 |
|
|
2025
Q1 | $2.59M | Sell |
38,676
-889
| -2% | -$57.4K | 0.45% | 65 |
|
|
2024
Q4 | $2.52M | Buy |
39,565
+1,837
| +5% | +$124K | 0.44% | 72 |
|
|
2024
Q3 | $2.76M | Sell |
37,728
-42
| -0.1% | -$2.9K | 0.48% | 68 |
|
|
2024
Q2 | $2.34M | Sell |
37,770
-474
| -1% | -$28K | 0.44% | 71 |
|
|
2024
Q1 | $2.16M | Sell |
38,244
-3
| -0% | -$166 | 0.4% | 71 |
|
|
2023
Q4 | $2.09M | Sell |
38,247
-582
| -1% | -$31.4K | 0.43% | 70 |
|
|
2023
Q3 | $2.16M | Buy |
38,829
+2,041
| +6% | +$118K | 0.49% | 67 |
|
|
2023
Q2 | $2.16M | Buy |
36,788
+120
| +0.3% | +$7.13K | 0.48% | 67 |
|
|
2023
Q1 | $2.14M | Sell |
36,668
-48
| -0.1% | -$2.73K | 0.5% | 68 |
|
|
2022
Q4 | $2.08M | Buy |
36,716
+651
| +2% | +$34.8K | 0.54% | 60 |
|
|
2022
Q3 | $1.78M | Sell |
36,065
-4,243
| -11% | -$222K | 0.48% | 72 |
|
|
2022
Q2 | $2.08M | Buy |
40,308
+601
| +2% | +$30.6K | 0.49% | 66 |
|
|
2022
Q1 | $2.04M | Buy |
39,707
+4,842
| +14% | +$270K | 0.42% | 84 |
|
|
2021
Q4 | $2.11M | Buy |
34,865
+3,490
| +11% | +$207K | 0.43% | 83 |
|
|
2021
Q3 | $1.91M | Buy |
31,375
+1,835
| +6% | +$117K | 0.42% | 91 |
|
|
2021
Q2 | $1.94M | Buy |
29,540
+2,024
| +7% | +$135K | 0.44% | 86 |
|
|
2021
Q1 | $1.73M | Buy |
27,516
+1,889
| +7% | +$120K | 0.42% | 89 |
|
|
2020
Q4 | $1.74M | Buy |
25,627
+337
| +1% | +$22.9K | 0.44% | 85 |
|
|
2020
Q3 | $1.75M | Sell |
25,290
-355
| -1% | -$23.7K | 0.49% | 77 |
|
|
2020
Q2 | $1.58M | Buy |
25,645
+532
| +2% | +$31.8K | 0.5% | 71 |
|
|
2020
Q1 | $1.43M | Buy |
25,113
+1,898
| +8% | +$119K | 0.76% | 42 |
|
|
2019
Q4 | $1.49M | Buy |
23,215
+251
| +1% | +$16.7K | 0.69% | 48 |
|
|
2019
Q3 | $1.55M | Sell |
22,964
-240
| -1% | -$16.6K | 1.36% | 32 |
|
|
2019
Q2 | $1.62M | Buy |
23,204
+450
| +2% | +$30.5K | 1.41% | 33 |
|
|
2019
Q1 | $1.48M | Buy |
22,754
+229
| +1% | +$13.9K | 1.34% | 36 |
|
|
2018
Q4 | $1.32M | Buy |
22,525
+7
| +0% | +$422 | 1.37% | 32 |
|
|
2018
Q3 | $1.39M | Sell |
22,518
-3,375
| -13% | -$213K | 1.23% | 36 |
|
|
2018
Q2 | $1.61M | Buy |
25,893
+432
| +2% | +$26.8K | 1.32% | 35 |
|
|
2018
Q1 | $1.59M | Buy |
25,461
+345
| +1% | +$21K | 1.3% | 38 |
|
|
2017
Q4 | $1.56M | Buy |
25,116
+129
| +0.5% | +$8.18K | 1.22% | 40 |
|
|
2017
Q3 | $1.63M | Buy |
24,987
+2,296
| +10% | +$148K | 1.38% | 33 |
|
|
2017
Q2 | $1.38M | Sell |
22,691
-5,234
| -19% | -$312K | 1.23% | 40 |
|
|
2017
Q1 | $1.55M | Sell |
27,925
-27,101
| -49% | -$1.37M | 1.4% | 34 |
|
|
2016
Q4 | $2.52M | Sell |
55,026
-1,079
| -2% | -$50.3K | 2.5% | 12 |
|
|
2016
Q3 | $2.99M | Sell |
56,105
-12,145
| -18% | -$641K | 2.88% | 5 |
|
|
2016
Q2 | $3.68M | Buy |
68,250
+950
| +1% | +$48.8K | 3.5% | 3 |
|
|
2016
Q1 | $3.42M | Buy |
67,300
+30
| +0% | +$1.46K | 3.48% | 3 |
|
|
2015
Q4 | $3.26M | Sell |
67,270
-8,942
| -12% | -$436K | 3.3% | 5 |
|
|
2015
Q3 | $3.5M | Buy |
76,212
+320
| +0.4% | +$15.3K | 3.28% | 3 |
|
|
2015
Q2 | $3.67M | Buy |
+75,892
| New | +$3.75M | 3.1% | 5 |
|
Other funds holding UL
Capital Insight Partners's UL Position: Q3 2025 in Review
Capital Insight Partners sold out of Unilever (UL) in Q3 2025, closing a stake of 35,934 shares — an estimated $2.47M sold.
Capital Insight Partners first reported a position in UL in Q2 2015 and held it in 41 quarters. The position peaked at $3.68M in Q2 2016. 1,173 funds tracked by Wall St. Rank hold UL as of Q3 2025.
- Capital Insight Partners reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
- Capital Insight Partners sold 35,934 Unilever shares in Q3 2025, an estimated $2.47M.
- Capital Insight Partners first reported a position in Unilever in Q2 2015 and held it in 41 quarters.
- Capital Insight Partners's Unilever position peaked at $3.68M in Q2 2016.
- 1,173 funds tracked by Wall St. Rank held Unilever as of Q3 2025.
Based on Capital Insight Partners's 13F filing for Q3 2025, filed 14 Oct 2025.