Capstone Investment Advisors
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Capstone Investment Advisors’s Unilever UL Stock Holding History

Capstone Investment 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 		– Sell
-4,406
Closed -$322K – 2021
2024
Q3 		$322K Buy
+4,406
New +$305K ﹤0.01% 1390
2024
Q2 		– Sell
-10,831
Closed -$612K – 2490
2024
Q1 		$612K Sell
10,831
-30,824
-74% -$1.71M ﹤0.01% 1448
2023
Q4 		$2.27M Buy
+41,655
New +$2.25M 0.01% 762
2023
Q3 		– Sell
-22,061
Closed -$1.29M – 2301
2023
Q2 		$1.29M Buy
+22,061
New +$1.31M 0.01% 778

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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

Capstone Investment Advisors's UL Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Unilever (UL) in Q4 2024, closing a stake of 4,406 shares — an estimated $322K sold.

Capstone Investment Advisors first reported a position in UL in Q2 2023 and held it in 4 quarters. The position peaked at $2.27M in Q4 2023. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,406 Unilever shares in Q4 2024, an estimated $322K.
  • Capstone Investment Advisors first reported a position in Unilever in Q2 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's Unilever position peaked at $2.27M in Q4 2023.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.