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Credential Qtrade Securities’s Unilever UL Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$1.51M Buy
26,658
+2,291
+9% +$127K 0.08% 108
2023
Q4 		$1.33M Sell
24,367
-2,492
-9% -$134K 0.08% 111
2023
Q3 		$1.49M Buy
26,859
+3,175
+13% +$184K 0.1% 101
2023
Q2 		$1.39M Sell
23,684
-507
-2% -$30.1K 0.09% 106
2023
Q1 		$1.41M Buy
24,191
+218
+0.9% +$12.4K 0.09% 110
2022
Q4 		$1.36M Sell
23,973
-20
-0.1% -$1.07K 0.1% 106
2022
Q3 		$1.18M Sell
23,993
-259
-1% -$13.5K 0.09% 106
2022
Q2 		$1.25M Sell
24,252
-3,120
-11% -$159K 0.09% 109
2022
Q1 		$1.4M Buy
27,372
+1,153
+4% +$64.2K 0.09% 106
2021
Q4 		$1.59M Buy
26,219
+1,323
+5% +$78.6K 0.11% 93
2021
Q3 		$1.52M Buy
24,896
+1,477
+6% +$94.1K 0.12% 91
2021
Q2 		$1.54M Sell
23,419
-69,546
-75% -$4.62M 0.12% 92
2021
Q1 		$5.84M Buy
92,965
+10,288
+12% +$655K 0.53% 34
2020
Q4 		$5.61M Buy
82,677
+33,638
+69% +$2.28M 0.58% 30
2020
Q3 		$3.4M Buy
49,039
+9,398
+24% +$627K 0.39% 44
2020
Q2 		$2.45M Buy
39,641
+4,582
+13% +$274K 0.32% 50
2020
Q1 		$1.99M Buy
35,059
+6,615
+23% +$415K 0.33% 46
2019
Q4 		$1.83M Buy
28,444
+4,361
+18% +$290K 0.25% 58
2019
Q3 		$1.63M Buy
24,083
+8,427
+54% +$584K 0.25% 56
2019
Q2 		$1.09M Buy
15,656
+4,650
+42% +$316K 0.18% 79
2019
Q1 		$715K Buy
11,006
+3,853
+54% +$235K 0.13% 105
2018
Q4 		$420K Buy
7,153
+197
+3% +$11.9K 0.09% 119
2018
Q3 		$430K Buy
+6,956
New +$439K 0.09% 128

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credential Qtrade Securities's UL Position: Q1 2024 in Review

Credential Qtrade Securities increased its Unilever (UL) stake by 9.4% in Q1 2024, buying an estimated $127K and bringing the position to 26,658 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #108.

Credential Qtrade Securities first reported a position in UL in Q3 2018 and has held it in 23 quarters since. The position peaked at $5.84M in Q1 2021. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Credential Qtrade Securities held 26,658 shares of Unilever worth $1.51M as of Q1 2024.
  • Credential Qtrade Securities bought 2,291 Unilever shares in Q1 2024, an estimated $127K.
  • Unilever made up 0.08% of Credential Qtrade Securities's portfolio in Q1 2024, its #108 holding.
  • Credential Qtrade Securities first reported a position in Unilever in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Unilever position peaked at $5.84M in Q1 2021.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.