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Decker Retirement Planning’s Unilever UL Stock Holding History

Decker Retirement Planning’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
-61
Closed -$3.91K – 582
2024
Q4 		$3.91K Buy
+61
New +$4.12K ﹤0.01% 355

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State Farm Mutual Automobile Insurance
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Bank of America
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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
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

Decker Retirement Planning's UL Position: Q1 2025 in Review

Decker Retirement Planning sold out of Unilever (UL) in Q1 2025, closing a stake of 61 shares — an estimated $3.91K sold.

Decker Retirement Planning first reported a position in UL in Q4 2024 and held it in 1 quarter. The position peaked at $3.91K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Decker Retirement Planning reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 61 Unilever shares in Q1 2025, an estimated $3.91K.
  • Decker Retirement Planning first reported a position in Unilever in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's Unilever position peaked at $3.91K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.