Conquis Financial’s Unilever UL Stock Holding History

Conquis Financial’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	-144	Closed	-$9.19K	–	186
2024 Q4	$9.19K	Buy	+144	New	+$9.72K	0.01%	79

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Conquis Financial's UL Position: Q1 2025 in Review

Conquis Financial sold out of Unilever (UL) in Q1 2025, closing a stake of 144 shares — an estimated $9.19K sold.

Conquis Financial first reported a position in UL in Q4 2024 and held it in 1 quarter. The position peaked at $9.19K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Conquis Financial reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 144 Unilever shares in Q1 2025, an estimated $9.19K.
Conquis Financial first reported a position in Unilever in Q4 2024 and held it in 1 quarter.
Conquis Financial's Unilever position peaked at $9.19K in Q4 2024.
1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.