CT
UL icon

Chicago Trust’s Unilever UL Stock Holding History

Chicago Trust’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
-4,180
Closed -$267K – 379
2024
Q4 		$267K Hold
4,180
– – 0.05% 287
2024
Q3 		$305K Sell
4,180
-51
-1% -$3.52K 0.05% 281
2024
Q2 		$262K Hold
4,231
– – 0.05% 262
2024
Q1 		$239K Buy
4,231
+51
+1% +$2.83K 0.05% 265
2023
Q4 		$228K Sell
4,180
-355
-8% -$19.2K 0.05% 258
2023
Q3 		$252K Buy
4,535
+307
+7% +$17.7K 0.06% 248
2023
Q2 		$248K Hold
4,228
– – 0.06% 259
2023
Q1 		$247K Sell
4,228
-968
-19% -$55K 0.06% 260
2022
Q4 		$295K Sell
5,196
-1,031
-17% -$55.2K 0.07% 231
2022
Q3 		$307K Buy
6,227
+889
+17% +$46.4K 0.08% 217
2022
Q2 		$275K Sell
5,338
-324
-6% -$16.5K 0.07% 241
2022
Q1 		$290K Sell
5,662
-886
-14% -$49.3K 0.06% 256
2021
Q4 		$396K Buy
6,548
+40
+0.6% +$2.38K 0.08% 233
2021
Q3 		$397K Buy
6,508
+889
+16% +$56.7K 0.09% 221
2021
Q2 		$370K Buy
5,619
+513
+10% +$34.1K 0.09% 216
2021
Q1 		$321K Hold
5,106
– – 0.11% 145
2020
Q4 		$347K Buy
+5,106
New +$346K 0.12% 162

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

Chicago Trust's UL Position: Q1 2025 in Review

Chicago Trust sold out of Unilever (UL) in Q1 2025, closing a stake of 4,180 shares — an estimated $267K sold.

Chicago Trust first reported a position in UL in Q4 2020 and held it in 17 quarters. The position peaked at $397K in Q3 2021. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Chicago Trust reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Chicago Trust sold 4,180 Unilever shares in Q1 2025, an estimated $267K.
  • Chicago Trust first reported a position in Unilever in Q4 2020 and held it in 17 quarters.
  • Chicago Trust's Unilever position peaked at $397K in Q3 2021.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Chicago Trust's 13F filing for Q1 2025, filed 14 Apr 2025.