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Catalina Capital Group’s Unilever UL Stock Holding History

Catalina Capital Group’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
-3,142
Closed -$200K – 352
2024
Q4 		$200K Buy
3,142
+402
+15% +$27.1K 0.07% 307
2024
Q3 		$200K Buy
+2,740
New +$189K 0.07% 299

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State Farm Mutual Automobile Insurance
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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

Catalina Capital Group's UL Position: Q1 2025 in Review

Catalina Capital Group sold out of Unilever (UL) in Q1 2025, closing a stake of 3,142 shares — an estimated $200K sold.

Catalina Capital Group first reported a position in UL in Q3 2024 and held it in 2 quarters. The position peaked at $200K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Catalina Capital Group reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Catalina Capital Group sold 3,142 Unilever shares in Q1 2025, an estimated $200K.
  • Catalina Capital Group first reported a position in Unilever in Q3 2024 and held it in 2 quarters.
  • Catalina Capital Group's Unilever position peaked at $200K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.