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Csenge Advisory Group’s Unilever UL Stock Holding History

Csenge Advisory Group’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
Q2 		– Sell
-3,076
Closed -$221K – 706
2025
Q1 		$221K Buy
+3,076
New +$198K 0.01% 614
2021
Q1 		– Sell
-3,392
Closed -$230K – 522
2020
Q4 		$230K Sell
3,392
-426
-11% -$28.9K 0.03% 386
2020
Q3 		$265K Sell
3,818
-271
-7% -$18.1K 0.04% 319
2020
Q2 		$252K Buy
+4,089
New +$244K 0.04% 307
2019
Q4 		– Sell
-3,060
Closed -$208K – 313
2019
Q3 		$208K Buy
+3,060
New +$212K 0.06% 251

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Csenge Advisory Group's UL Position: Q2 2025 in Review

Csenge Advisory Group sold out of Unilever (UL) in Q2 2025, closing a stake of 3,076 shares — an estimated $221K sold.

Csenge Advisory Group first reported a position in UL in Q3 2019 and held it in 5 quarters. The position peaked at $265K in Q3 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Csenge Advisory Group reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 3,076 Unilever shares in Q2 2025, an estimated $221K.
  • Csenge Advisory Group first reported a position in Unilever in Q3 2019 and held it in 5 quarters.
  • Csenge Advisory Group's Unilever position peaked at $265K in Q3 2020.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Csenge Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.