Clark Estates Inc’s Unilever UL Stock Holding History

Clark Estates Inc’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	$17.4M	Buy	305,000 +145,000	+91%	+$9.72M	4.17%	4
2025 Q4	$10.5M	Hold	160,000	–	–	2.54%	10
2025 Q3	$10.7M	Hold	160,000	–	–	2.44%	12
2025 Q2	$11M	Sell	160,000 -48,889	-23%	-$3.43M	2.47%	12
2025 Q1	$14M	Hold	208,889	–	–	2.96%	11
2024 Q4	$13.3M	Hold	208,889	–	–	2.58%	9
2024 Q3	$15.3M	Sell	208,889 -124,444	-37%	-$8.6M	2.84%	7
2024 Q2	$20.6M	Sell	333,333 -22,223	-6%	-$1.31M	3.87%	6
2024 Q1	$20.1M	Hold	355,556	–	–	3.31%	11
2023 Q4	$19.4M	Hold	355,556	–	–	3.29%	10
2023 Q3	$19.8M	Sell	355,556 -111,111	-24%	-$6.42M	3.6%	10
2023 Q2	$27.4M	Hold	466,667	–	–	4.61%	3
2023 Q1	$27.3M	Hold	466,667	–	–	5.41%	2
2022 Q4	$26.4M	Hold	466,667	–	–	5.49%	2
2022 Q3	$23M	Hold	466,667	–	–	5.09%	2
2022 Q2	$24.1M	Hold	466,667	–	–	4.17%	1
2022 Q1	$23.9M	Buy	466,667 +200,000	+75%	+$11.1M	3.78%	4
2021 Q4	$16.1M	Buy	+266,667	New	+$15.8M	2.36%	11
2017 Q2	–	Sell	-22,222	Closed	-$1.23M	–	98
2017 Q1	$1.23M	Sell	22,222 -22,222	-50%	-$1.12M	0.19%	83
2016 Q4	$2.04M	Buy	+44,444	New	+$2.07M	0.34%	76

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