Contravisory Investment Management’s Unilever UL Stock Holding History

Contravisory Investment Management’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 Q2	$33.3K	Sell	554 -1,065	-66%	-$61.6K	0.01%	280
2026 Q1	$92.2K	Sell	1,619 -1,104	-41%	-$74K	0.02%	234
2025 Q4	$178K	Sell	2,723 -9	-0.3%	-$605	0.04%	231
2025 Q3	$182K	Sell	2,732 -4,188	-61%	-$289K	0.04%	248
2025 Q2	$476K	Buy	6,920 +1,004	+17%	+$70.4K	0.09%	165
2025 Q1	$396K	Buy	5,916 +2,833	+92%	+$183K	0.08%	183
2024 Q4	$197K	Buy	+3,083	New	+$208K	0.04%	224
2023 Q4	–	Sell	-2,696	Closed	-$150K	–	422
2023 Q3	$150K	Buy	2,696 +157	+6%	+$9.07K	0.04%	216
2023 Q2	$149K	Buy	2,539 +1,102	+77%	+$65.4K	0.04%	211
2023 Q1	$84K	Buy	1,437 +165	+13%	+$9.37K	0.02%	226
2022 Q4	$72.1K	Buy	+1,272	New	+$68.1K	0.02%	234
2016 Q4	–	Sell	-214	Closed	-$11K	–	326
2016 Q3	$11K	Buy	214 +17	+9%	+$898	﹤0.01%	199
2016 Q2	$11K	Buy	+197	New	+$10.1K	﹤0.01%	123

Other funds holding UL

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return