Cerity Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Buy |
651,981
+25,879
| +4% | +$1.58M | 0.07% | 229 |
|
|
2025
Q1 | $37.3M | Buy |
626,102
+431,005
| +221% | +$25.7M | 0.08% | 219 |
|
|
2024
Q4 | $11.5M | Sell |
195,097
-9,952
| -5% | -$588K | 0.03% | 441 |
|
|
2024
Q3 | $13.3M | Buy |
205,049
+37,255
| +22% | +$2.42M | 0.03% | 414 |
|
|
2024
Q2 | $9.23M | Buy |
167,794
+26,480
| +19% | +$1.46M | 0.02% | 441 |
|
|
2024
Q1 | $7.11M | Buy |
141,314
+44,937
| +47% | +$2.26M | 0.02% | 552 |
|
|
2023
Q4 | $4.67M | Buy |
96,377
+7,540
| +8% | +$366K | 0.02% | 548 |
|
|
2023
Q3 | $4.39M | Sell |
88,837
-12,872
| -13% | -$636K | 0.02% | 435 |
|
|
2023
Q2 | $5.3M | Buy |
101,709
+5,909
| +6% | +$308K | 0.02% | 482 |
|
|
2023
Q1 | $8.35M | Buy |
95,800
+24,466
| +34% | +$2.13M | 0.02% | 380 |
|
|
2022
Q4 | $3.8M | Buy |
71,334
+31,239
| +78% | +$1.67M | 0.02% | 406 |
|
|
2022
Q3 | $1.76M | Buy |
40,095
+997
| +3% | +$43.7K | 0.02% | 394 |
|
|
2022
Q2 | $1.79M | Buy |
39,098
+28,876
| +282% | +$1.32M | 0.02% | 430 |
|
|
2022
Q1 | $465K | Sell |
10,222
-16,872
| -62% | -$768K | 0.01% | 608 |
|
|
2021
Q4 | $1.46M | Buy |
27,094
+10,403
| +62% | +$559K | 0.02% | 372 |
|
|
2021
Q3 | $905K | Sell |
16,691
-11,568
| -41% | -$627K | 0.02% | 376 |
|
|
2021
Q2 | $1.65M | Buy |
28,259
+1,046
| +4% | +$61.2K | 0.04% | 291 |
|
|
2021
Q1 | $1.52M | Buy |
27,213
+11,510
| +73% | +$642K | 0.04% | 287 |
|
|
2020
Q4 | $948K | Sell |
15,703
-2,487
| -14% | -$150K | 0.03% | 313 |
|
|
2020
Q3 | $1.12M | Buy |
18,190
+9,955
| +121% | +$614K | 0.05% | 232 |
|
|
2020
Q2 | $452K | Sell |
8,235
-2,002
| -20% | -$110K | 0.03% | 291 |
|
|
2020
Q1 | $517K | Sell |
10,237
-994
| -9% | -$50.2K | 0.03% | 277 |
|
|
2019
Q4 | $642K | Sell |
11,231
-1,429
| -11% | -$81.7K | 0.03% | 300 |
|
|
2019
Q3 | $761K | Sell |
12,660
-2,361
| -16% | -$142K | 0.04% | 273 |
|
|
2019
Q2 | $931K | Sell |
15,021
-2,171
| -13% | -$135K | 0.06% | 241 |
|
|
2019
Q1 | $992K | Sell |
17,192
-2,549
| -13% | -$147K | 0.07% | 241 |
|
|
2018
Q4 | $1.03M | Sell |
19,741
-2,247
| -10% | -$117K | 0.07% | 223 |
|
|
2018
Q3 | $1.21M | Sell |
21,988
-1,168
| -5% | -$64.2K | 0.08% | 226 |
|
|
2018
Q2 | $1.28M | Sell |
23,156
-12,709
| -35% | -$703K | 0.09% | 211 |
|
|
2018
Q1 | $1.99M | Sell |
35,865
-3,990
| -10% | -$222K | 0.15% | 150 |
|
|
2017
Q4 | $2.21M | Sell |
39,855
-5,720
| -13% | -$317K | 0.15% | 144 |
|
|
2017
Q3 | $2.64M | Sell |
45,575
-14,577
| -24% | -$845K | 0.19% | 122 |
|
|
2017
Q2 | $3.27M | Buy |
60,152
+9,987
| +20% | +$543K | 0.27% | 78 |
|
|
2017
Q1 | $2.48M | Buy |
50,165
+9,887
| +25% | +$488K | 0.21% | 97 |
|
|
2016
Q4 | $1.64M | Buy |
+40,278
| New | +$1.64M | 2.26% | 18 |
|