EIP
UL icon

Easterly Investment Partners’s Unilever UL Stock Holding History

Easterly Investment Partners’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
Q3 		– Sell
-25,848
Closed -$1.78M – 215
2025
Q2 		$1.78M Buy
+25,848
New +$1.81M 0.13% 120
2024
Q1 		– Sell
-161,916
Closed -$8.83M – 229
2023
Q4 		$8.83M Buy
161,916
+149,308
+1,184% +$8.06M 0.94% 45
2023
Q3 		$701K Sell
12,608
-17,178
-58% -$993K 0.08% 142
2023
Q2 		$1.75M Sell
29,786
-214,139
-88% -$12.7M 0.15% 118
2023
Q1 		$14.3M Sell
243,925
-155,871
-39% -$8.86M 1.25% 26
2022
Q4 		$22.6M Sell
399,796
-22,072
-5% -$1.18M 1.96% 8
2022
Q3 		$20.8M Sell
421,868
-149,182
-26% -$7.79M 1.99% 9
2022
Q2 		$29.4M Buy
571,050
+25,278
+5% +$1.29M 2.62% 2
2022
Q1 		$28M Sell
545,772
-19,148
-3% -$1.07M 2.12% 6
2021
Q4 		$34.2M Buy
564,920
+34,210
+6% +$2.03M 2.49% 2
2021
Q3 		$32.4M Buy
530,710
+82,961
+19% +$5.29M 2.19% 7
2021
Q2 		$29.5M Buy
+447,749
New +$29.8M 3.46% 10

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
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
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
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

Easterly Investment Partners's UL Position: Q3 2025 in Review

Easterly Investment Partners sold out of Unilever (UL) in Q3 2025, closing a stake of 25,848 shares — an estimated $1.78M sold.

Easterly Investment Partners first reported a position in UL in Q2 2021 and held it in 12 quarters. The position peaked at $34.2M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Easterly Investment Partners reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Easterly Investment Partners sold 25,848 Unilever shares in Q3 2025, an estimated $1.78M.
  • Easterly Investment Partners first reported a position in Unilever in Q2 2021 and held it in 12 quarters.
  • Easterly Investment Partners's Unilever position peaked at $34.2M in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Easterly Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.