Essex Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $810K | Sell |
14,217
-47
| -0.3% | -$3.15K | 0.05% | 336 |
|
|
2025
Q4 | $933K | Buy |
14,264
+180
| +1% | +$12.1K | 0.05% | 302 |
|
|
2025
Q3 | $939K | Sell |
14,084
-794
| -5% | -$54.8K | 0.06% | 283 |
|
|
2025
Q2 | $1.02M | Buy |
14,878
+437
| +3% | +$30.7K | 0.07% | 246 |
|
|
2025
Q1 | $967K | Buy |
14,441
+149
| +1% | +$9.61K | 0.07% | 234 |
|
|
2024
Q4 | $912K | Sell |
14,292
-700
| -5% | -$47.3K | 0.06% | 252 |
|
|
2024
Q3 | $1.04M | Sell |
14,992
-2,041
| -12% | -$141K | 0.08% | 234 |
|
|
2024
Q2 | $1.18M | Buy |
17,033
+4,024
| +31% | +$238K | 0.09% | 204 |
|
|
2024
Q1 | $735K | Sell |
13,009
-836
| -6% | -$46.3K | 0.07% | 252 |
|
|
2023
Q4 | $755K | Sell |
13,845
-518
| -4% | -$27.9K | 0.08% | 235 |
|
|
2023
Q3 | $798K | Sell |
14,363
-680
| -5% | -$39.3K | 0.09% | 208 |
|
|
2023
Q2 | $882K | Sell |
15,043
-193
| -1% | -$11.5K | 0.1% | 192 |
|
|
2023
Q1 | $890K | Buy |
15,236
+664
| +5% | +$37.7K | 0.09% | 197 |
|
|
2022
Q4 | $825K | Buy |
14,572
+62
| +0.4% | +$3.32K | 0.09% | 210 |
|
|
2022
Q3 | $716K | Sell |
14,510
-1,540
| -10% | -$80.5K | 0.09% | 205 |
|
|
2022
Q2 | $828K | Sell |
16,050
-534
| -3% | -$27.2K | 0.09% | 200 |
|
|
2022
Q1 | $850K | Sell |
16,584
-1,032
| -6% | -$57.4K | 0.08% | 222 |
|
|
2021
Q4 | $1.07M | Sell |
17,616
-92
| -0.5% | -$5.46K | 0.11% | 190 |
|
|
2021
Q3 | $1.08M | Sell |
17,708
-635
| -3% | -$40.5K | 0.12% | 177 |
|
|
2021
Q2 | $1.15M | Hold |
18,343
| – | – | 0.17% | 132 |
|
|
2021
Q1 | $1.15M | Sell |
18,343
-53
| -0.3% | -$3.38K | 0.21% | 112 |
|
|
2020
Q4 | $1.24M | Buy |
18,396
+12,152
| +195% | +$824K | 0.25% | 101 |
|
|
2020
Q3 | $433K | Buy |
6,244
+2
| +0% | +$133 | 0.11% | 177 |
|
|
2020
Q2 | $385K | Buy |
6,242
+90
| +1% | +$5.38K | 0.12% | 162 |
|
|
2020
Q1 | $350K | Sell |
6,152
-3,990
| -39% | -$250K | 0.12% | 160 |
|
|
2019
Q4 | $652K | Sell |
10,142
-48
| -0.5% | -$3.19K | 0.18% | 125 |
|
|
2019
Q3 | $689K | Sell |
10,190
-444
| -4% | -$30.8K | 0.22% | 106 |
|
|
2019
Q2 | $741K | Sell |
10,634
-90
| -0.8% | -$6.11K | 0.22% | 99 |
|
|
2019
Q1 | $696K | Sell |
10,724
-104
| -1% | -$6.33K | 0.21% | 100 |
|
|
2018
Q4 | $637K | Sell |
10,828
-549
| -5% | -$33.1K | 0.2% | 109 |
|
|
2018
Q3 | $704K | Sell |
11,377
-303
| -3% | -$19.1K | 0.16% | 127 |
|
|
2018
Q2 | $726K | Buy |
11,680
+4
| +0% | +$249 | 0.17% | 119 |
|
|
2018
Q1 | $730K | Buy |
11,676
+5
| +0% | +$304 | 0.14% | 152 |
|
|
2017
Q4 | $727K | Sell |
11,671
-94
| -0.8% | -$5.96K | 0.17% | 119 |
|
|
2017
Q3 | $737K | Sell |
11,765
-183
| -2% | -$11.8K | 0.18% | 118 |
|
|
2017
Q2 | $727K | Buy |
11,948
+225
| +2% | +$13.4K | 0.15% | 146 |
|
|
2017
Q1 | $651K | Sell |
11,723
-1,426
| -11% | -$72.1K | 0.15% | 150 |
|
|
2016
Q4 | $602K | Buy |
13,149
+3,412
| +35% | +$159K | 0.13% | 155 |
|
|
2016
Q3 | $519K | Buy |
9,737
+4
| +0% | +$211 | 0.12% | 158 |
|
|
2016
Q2 | $525K | Buy |
9,733
+812
| +9% | +$41.7K | 0.13% | 156 |
|
|
2016
Q1 | $453K | Sell |
8,921
-2,130
| -19% | -$104K | 0.11% | 183 |
|
|
2015
Q4 | $536K | Buy |
11,051
+418
| +4% | +$20.4K | 0.13% | 168 |
|
|
2015
Q3 | $488K | Buy |
10,633
+476
| +5% | +$22.8K | 0.13% | 174 |
|
|
2015
Q2 | $491K | Sell |
10,157
-1,718
| -14% | -$84.9K | 0.13% | 182 |
|
|
2015
Q1 | $557K | Buy |
11,875
+266
| +2% | +$12.8K | 0.14% | 165 |
|
|
2014
Q4 | $529K | Buy |
11,609
+2,027
| +21% | +$93K | 0.14% | 168 |
|
|
2014
Q3 | $452K | Sell |
9,582
-108
| -1% | -$5.33K | 0.14% | 173 |
|
|
2014
Q2 | $494K | Buy |
9,690
+1,962
| +25% | +$98.3K | 0.15% | 162 |
|
|
2014
Q1 | $372K | Buy |
7,728
+1,246
| +19% | +$56.2K | 0.12% | 186 |
|
|
2013
Q4 | $300K | Buy |
6,482
+570
| +10% | +$25.5K | 0.1% | 204 |
|
|
2013
Q3 | $257 | Sell |
5,912
-211
| -3% | -$9.57K | 0.08% | 210 |
|
|
2013
Q2 | $279K | Buy |
+6,123
| New | +$291K | 0.1% | 202 |
|
Other funds holding UL
Essex Financial Services's UL Position: Q1 2026 in Review
Essex Financial Services reduced its Unilever (UL) stake by 0.33% in Q1 2026, selling an estimated $3.15K and leaving 14,217 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #336.
Essex Financial Services first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.24M in Q4 2020. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Essex Financial Services held 14,217 shares of Unilever worth $810K as of Q1 2026.
- Essex Financial Services sold 47 Unilever shares in Q1 2026, an estimated $3.15K.
- Unilever made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #336 holding.
- Essex Financial Services first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's Unilever position peaked at $1.24M in Q4 2020.
- 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.