Cromwell Holdings’s Unilever UL Stock Holding History

Cromwell Holdings’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	$237K	Hold	3,950	–	–	0.11%	170
2026 Q1	$227K	Hold	3,950	–	–	0.13%	164
2025 Q4	$258K	Sell	3,950 -1	-0%	-$67	0.14%	139
2025 Q3	$264K	Hold	3,951	–	–	0.14%	134
2025 Q2	$272K	Hold	3,951	–	–	0.16%	128
2025 Q1	$265K	Hold	3,951	–	–	0.17%	118
2024 Q4	$252K	Hold	3,951	–	–	0.15%	123
2024 Q3	$289K	Hold	3,951	–	–	0.19%	110
2024 Q2	$244K	Buy	+3,951	New	+$233K	0.15%	126

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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