Elequin Capital’s Unilever UL Stock Holding History

Elequin Capital’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	-548	Closed	-$40.1K	–	639
2024 Q3	$40.1K	Buy	+548	New	+$37.9K	﹤0.01%	97

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elequin Capital's UL Position: Q4 2024 in Review

Elequin Capital sold out of Unilever (UL) in Q4 2024, closing a stake of 548 shares — an estimated $40.1K sold.

Elequin Capital first reported a position in UL in Q3 2024 and held it in 1 quarter. The position peaked at $40.1K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Elequin Capital reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Elequin Capital sold 548 Unilever shares in Q4 2024, an estimated $40.1K.
Elequin Capital first reported a position in Unilever in Q3 2024 and held it in 1 quarter.
Elequin Capital's Unilever position peaked at $40.1K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Elequin Capital's 13F filing for Q4 2024, filed 18 Feb 2025.