Crewe Advisors’s Unilever UL Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-60	Closed	-$3.92K	–	1156
2025 Q4	$3.92K	Buy	60 +15	+33%	+$1.01K	﹤0.01%	764
2025 Q3	$3.02K	Buy	+45	New	+$3.11K	﹤0.01%	790
2024 Q3	–	Sell	-1,054	Closed	-$65.2K	–	981
2024 Q2	$65.2K	Buy	1,054 +155	+17%	+$9.16K	0.01%	328
2024 Q1	$50.7K	Buy	+899	New	+$49.8K	0.01%	361
2023 Q4	–	Sell	-899	Closed	-$49.9K	–	684
2023 Q3	$49.9K	Hold	899	–	–	0.01%	140
2023 Q2	$52.7K	Sell	899 -275	-23%	-$16.3K	0.01%	263
2023 Q1	$68.6K	Buy	1,174 +5	+0.4%	+$284	0.01%	273
2022 Q4	$66.2K	Buy	+1,169	New	+$62.6K	0.01%	276
2022 Q2	–	Sell	-133	Closed	-$7K	–	1157
2022 Q1	$7K	Hold	133	–	–	﹤0.01%	377
2021 Q4	$8K	Buy	+133	New	+$7.9K	﹤0.01%	331
2021 Q1	–	Sell	-102	Closed	-$7K	–	486
2020 Q4	$7K	Buy	102 +34	+50%	+$2.31K	﹤0.01%	314
2020 Q3	$5K	Buy	+68	New	+$4.54K	﹤0.01%	372

Other funds holding UL

Wellington Management Group

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

Fisher Asset Management

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Bank of America

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return