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Castleview Partners’s Unilever UL Stock Holding History

Castleview Partners’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 		– Sell
-884
Closed -$56.2K – 537
2024
Q4 		$56.2K Sell
884
-4
-0.5% -$270 0.03% 325
2024
Q3 		$64.9K Sell
888
-229
-21% -$15.8K 0.04% 292
2024
Q2 		$69.1K Buy
1,117
+4
+0.4% +$236 0.04% 281
2024
Q1 		$62.8K Sell
1,113
-24
-2% -$1.33K 0.04% 322
2023
Q4 		$62K Sell
1,137
-6
-0.5% -$324 0.04% 264
2023
Q3 		$63.5K Sell
1,143
-317
-22% -$18.3K 0.06% 226
2023
Q2 		$85.7K Sell
1,460
-105
-7% -$6.24K 0.08% 198
2023
Q1 		$91.4K Sell
1,565
-79
-5% -$4.49K 0.08% 190
2022
Q4 		$93.1K Sell
1,644
-23
-1% -$1.23K 0.09% 170
2022
Q3 		$82K Buy
1,667
+594
+55% +$31K 0.08% 186
2022
Q2 		$257K Sell
1,073
-321
-23% -$16.3K 0.2% 108
2022
Q1 		$71K Sell
1,394
-55,360
-98% -$3.08M 0.04% 308
2021
Q4 		$1.19K Buy
+56,754
New +$3.37M 0.01% 366
2021
Q2 		$95K Buy
+1,449
New +$96.3K 0.04% 297

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Castleview Partners's UL Position: Q1 2025 in Review

Castleview Partners sold out of Unilever (UL) in Q1 2025, closing a stake of 884 shares — an estimated $56.2K sold.

Castleview Partners first reported a position in UL in Q2 2021 and held it in 14 quarters. The position peaked at $257K in Q2 2022. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Castleview Partners reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 884 Unilever shares in Q1 2025, an estimated $56.2K.
  • Castleview Partners first reported a position in Unilever in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's Unilever position peaked at $257K in Q2 2022.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.