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EPIQ Partners’s Unilever UL Stock Holding History

EPIQ 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
2023
Q4 		– Sell
-18,116
Closed -$1.01M – 72
2023
Q3 		$1.01M Sell
18,116
-6,712
-27% -$388K 0.76% 36
2023
Q2 		$1.46M Sell
24,828
-2,115
-8% -$126K 0.99% 33
2023
Q1 		$1.57M Sell
26,943
-8,439
-24% -$479K 1.09% 33
2022
Q4 		$2M Sell
35,382
-3,957
-10% -$212K 1.33% 32
2022
Q3 		$1.94M Sell
39,339
-1,244
-3% -$65K 1.2% 33
2022
Q2 		$2.09M Sell
40,583
-3,271
-7% -$167K 1.28% 32
2022
Q1 		$2.25M Buy
43,854
+4,311
+11% +$240K 1.21% 33
2021
Q4 		$2.39M Buy
39,543
+1,876
+5% +$111K 1.28% 33
2021
Q3 		$2.3M Buy
37,667
+1,067
+3% +$68K 1.06% 38
2021
Q2 		$2.41M Buy
36,600
+3,173
+9% +$211K 1.21% 33
2021
Q1 		$2.1M Buy
+33,427
New +$2.13M 1.2% 32

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EPIQ Partners's UL Position: Q4 2023 in Review

EPIQ Partners sold out of Unilever (UL) in Q4 2023, closing a stake of 18,116 shares — an estimated $1.01M sold.

EPIQ Partners first reported a position in UL in Q1 2021 and held it in 11 quarters. The position peaked at $2.41M in Q2 2021. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • EPIQ Partners reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • EPIQ Partners sold 18,116 Unilever shares in Q4 2023, an estimated $1.01M.
  • EPIQ Partners first reported a position in Unilever in Q1 2021 and held it in 11 quarters.
  • EPIQ Partners's Unilever position peaked at $2.41M in Q2 2021.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on EPIQ Partners's 13F filing for Q4 2023, filed 11 Jan 2024.