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Coppell Advisory Solutions’s Unilever UL Stock Holding History

Coppell Advisory Solutions’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
-288
Closed -$18.5K – 1772
2024
Q4 		$18.5K Buy
288
+35
+14% +$2.36K ﹤0.01% 911
2024
Q3 		$18.6K Sell
253
-66
-21% -$4.56K ﹤0.01% 899
2024
Q2 		$19.7K Buy
+319
New +$18.9K ﹤0.01% 790
2023
Q4 		$4.02K Buy
74
+61
+469% +$3.29K ﹤0.01% 1147
2023
Q3 		$755 Sell
13
-64
-83% -$3.7K ﹤0.01% 963
2023
Q2 		$4.5K Buy
+77
New +$4.57K ﹤0.01% 873
2023
Q1 		– Sell
-13
Closed -$755 – 1022
2022
Q4 		$755 Buy
+13
New +$696 ﹤0.01% 966
2020
Q4 		$213K Buy
+3,140
New +$213K 0.11% 147

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Fisher Asset Management
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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

Coppell Advisory Solutions's UL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Unilever (UL) in Q1 2025, closing a stake of 288 shares — an estimated $18.5K sold.

Coppell Advisory Solutions first reported a position in UL in Q4 2020 and held it in 8 quarters. The position peaked at $213K in Q4 2020. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 288 Unilever shares in Q1 2025, an estimated $18.5K.
  • Coppell Advisory Solutions first reported a position in Unilever in Q4 2020 and held it in 8 quarters.
  • Coppell Advisory Solutions's Unilever position peaked at $213K in Q4 2020.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.