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DMC Group’s Unilever UL Stock Holding History

DMC 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
2024
Q4 		– Sell
-2,784
Closed -$203K – 139
2024
Q3 		$203K Sell
2,784
-1,115
-29% -$77.1K 0.16% 127
2024
Q2 		$241K Sell
3,899
-7,709
-66% -$456K 0.21% 115
2024
Q1 		$655K Sell
11,608
-1,481
-11% -$82K 0.57% 58
2023
Q4 		$714K Sell
13,089
-658
-5% -$35.5K 0.68% 51
2023
Q3 		$764K Buy
13,747
+805
+6% +$46.5K 0.72% 47
2023
Q2 		$759K Buy
12,942
+821
+7% +$48.8K 0.76% 45
2023
Q1 		$719K Buy
12,121
+2,566
+27% +$146K 0.73% 46
2022
Q4 		$543K Buy
9,555
+194
+2% +$10.4K 0.61% 50
2022
Q3 		$465K Buy
9,361
+695
+8% +$36.3K 0.56% 57
2022
Q2 		$450K Sell
8,666
-333
-4% -$17K 0.53% 56
2022
Q1 		$460K Sell
8,999
-4,431
-33% -$247K 0.51% 55
2021
Q4 		$773K Buy
+13,430
New +$798K 0.67% 43

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
Morgan Stanley
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DMC Group's UL Position: Q4 2024 in Review

DMC Group sold out of Unilever (UL) in Q4 2024, closing a stake of 2,784 shares — an estimated $203K sold.

DMC Group first reported a position in UL in Q4 2021 and held it in 12 quarters. The position peaked at $773K in Q4 2021. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • DMC Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • DMC Group sold 2,784 Unilever shares in Q4 2024, an estimated $203K.
  • DMC Group first reported a position in Unilever in Q4 2021 and held it in 12 quarters.
  • DMC Group's Unilever position peaked at $773K in Q4 2021.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on DMC Group's 13F filing for Q4 2024, filed 23 Jan 2025.