Capital World Investors
UL icon

Capital World Investors’s Unilever UL Stock Holding History

Capital World Investors’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
2022
Q2 		– Sell
-760,395
Closed -$39M – 593
2022
Q1 		$39M Sell
760,395
-20,681
-3% -$1.15M 0.01% 443
2021
Q4 		$47.3M Buy
781,076
+10,039
+1% +$596K 0.01% 446
2021
Q3 		$47M Sell
771,037
-17,966
-2% -$1.14M 0.01% 450
2021
Q2 		$51.9M Buy
789,003
+72,212
+10% +$4.8M 0.01% 445
2021
Q1 		$45M Sell
716,791
-488,889
-41% -$31.1M 0.01% 449
2020
Q4 		$81.9M Sell
1,205,680
-217,342
-15% -$14.7M 0.02% 366
2020
Q3 		$98.7M Hold
1,423,022
– – 0.02% 340
2020
Q2 		$87.9M Buy
1,423,022
+356,355
+33% +$21.3M 0.02% 320
2020
Q1 		$60.7M Hold
1,066,667
– – 0.02% 320
2019
Q4 		$68.6M Sell
1,066,667
-88,889
-8% -$5.9M 0.02% 331
2019
Q3 		$78.1M Hold
1,155,556
– – 0.02% 308
2019
Q2 		$80.6M Hold
1,155,556
– – 0.02% 308
2019
Q1 		$75M Buy
+1,155,556
New +$70.4M 0.02% 314

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors's UL Position: Q2 2022 in Review

Capital World Investors sold out of Unilever (UL) in Q2 2022, closing a stake of 760,395 shares — an estimated $39M sold.

Capital World Investors first reported a position in UL in Q1 2019 and held it in 13 quarters. The position peaked at $98.7M in Q3 2020. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Capital World Investors reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • Capital World Investors sold 760,395 Unilever shares in Q2 2022, an estimated $39M.
  • Capital World Investors first reported a position in Unilever in Q1 2019 and held it in 13 quarters.
  • Capital World Investors's Unilever position peaked at $98.7M in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Capital World Investors's 13F filing for Q2 2022, filed 15 Aug 2022.