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Cranbrook Wealth Management’s Unilever UL Stock Holding History

Cranbrook Wealth 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
2025
Q1 		– Sell
-36
Closed -$2.27K – 457
2024
Q4 		$2.27K Hold
36
– – ﹤0.01% 343
2024
Q3 		$2.6K Buy
+36
New +$2.49K ﹤0.01% 320
2021
Q2 		– Sell
-32
Closed -$2K – 385
2021
Q1 		$2K Buy
+32
New +$2.04K ﹤0.01% 367

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State Farm Mutual Automobile Insurance
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Bank of America
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ClearBridge Investments
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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

Cranbrook Wealth Management's UL Position: Q1 2025 in Review

Cranbrook Wealth Management sold out of Unilever (UL) in Q1 2025, closing a stake of 36 shares — an estimated $2.27K sold.

Cranbrook Wealth Management first reported a position in UL in Q1 2021 and held it in 3 quarters. The position peaked at $2.6K in Q3 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Cranbrook Wealth Management reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 36 Unilever shares in Q1 2025, an estimated $2.27K.
  • Cranbrook Wealth Management first reported a position in Unilever in Q1 2021 and held it in 3 quarters.
  • Cranbrook Wealth Management's Unilever position peaked at $2.6K in Q3 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Cranbrook Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.