Chicago Capital’s Unilever UL Stock Holding History

Chicago Capital’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
2026 Q1	$448K	Sell	7,869 -542	-6%	-$36.3K	0.01%	268
2025 Q4	$550K	Sell	8,411 -6	-0.1%	-$403	0.01%	252
2025 Q3	$561K	Buy	8,417 +89	+1%	+$6.14K	0.01%	237
2025 Q2	$573K	Sell	8,328 -8,361	-50%	-$587K	0.01%	234
2025 Q1	$1.12M	Buy	16,689 +8,950	+116%	+$577K	0.03%	164
2024 Q4	$494K	Buy	7,739 +242	+3%	+$16.3K	0.01%	225
2024 Q3	$548K	Hold	7,497	–	–	0.02%	217
2024 Q2	$464K	Hold	7,497	–	–	0.01%	232
2024 Q1	$423K	Hold	7,497	–	–	0.01%	231
2023 Q4	$409K	Hold	7,497	–	–	0.01%	212
2023 Q3	$417K	Hold	7,497	–	–	0.02%	162
2023 Q2	$440K	Hold	7,497	–	–	0.02%	165
2023 Q1	$438K	Hold	7,497	–	–	0.02%	162
2022 Q4	$425K	Sell	7,497 -1,067	-12%	-$57.1K	0.02%	168
2022 Q3	$422K	Hold	8,564	–	–	0.02%	175
2022 Q2	$442K	Hold	8,564	–	–	0.02%	172
2022 Q1	$439K	Hold	8,564	–	–	0.02%	185
2021 Q4	$518K	Buy	8,564 +889	+12%	+$52.8K	0.02%	180
2021 Q3	$468K	Hold	7,675	–	–	0.02%	182
2021 Q2	$505K	Hold	7,675	–	–	0.02%	178
2021 Q1	$482K	Sell	7,675 -637	-8%	-$40.6K	0.02%	175
2020 Q4	$564K	Buy	+8,312	New	+$564K	0.03%	154

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return