Duncker Streett & Co’s Unilever UL Stock Holding History

Duncker Streett & Co’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	-376	Closed	-$24K	–	537
2024 Q4	$24K	Buy	+376	New	+$25.4K	﹤0.01%	383
2023 Q1	–	Sell	-99	Closed	-$5.59K	–	510
2022 Q4	$5.59K	Buy	+99	New	+$5.3K	﹤0.01%	435
2020 Q4	–	Sell	-267	Closed	-$19K	–	558
2020 Q3	$19K	Hold	267	–	–	﹤0.01%	388
2020 Q2	$16K	Hold	267	–	–	﹤0.01%	408
2020 Q1	$15K	Hold	267	–	–	﹤0.01%	410
2019 Q4	$17K	Buy	+267	New	+$17.7K	﹤0.01%	438
2019 Q3	–	Sell	-267	Closed	-$19K	–	486
2019 Q2	$19K	Hold	267	–	–	﹤0.01%	449
2019 Q1	$17K	Hold	267	–	–	﹤0.01%	460
2018 Q4	$16K	Hold	267	–	–	﹤0.01%	459
2018 Q3	$16K	Buy	+267	New	+$16.8K	﹤0.01%	481
2018 Q1	–	Sell	-2,444	Closed	-$152K	–	604
2017 Q4	$152K	Buy	+2,444	New	+$155K	0.04%	285

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Duncker Streett & Co's UL Position: Q1 2025 in Review

Duncker Streett & Co sold out of Unilever (UL) in Q1 2025, closing a stake of 376 shares — an estimated $24K sold.

Duncker Streett & Co first reported a position in UL in Q4 2017 and held it in 11 quarters. The position peaked at $152K in Q4 2017. 1,178 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Duncker Streett & Co reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Duncker Streett & Co sold 376 Unilever shares in Q1 2025, an estimated $24K.
Duncker Streett & Co first reported a position in Unilever in Q4 2017 and held it in 11 quarters.
Duncker Streett & Co's Unilever position peaked at $152K in Q4 2017.
1,178 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Duncker Streett & Co's 13F filing for Q1 2025, filed 22 Apr 2025.