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Essex Savings Bank’s Unilever UL Stock Holding History

Essex Savings Bank’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
2026
Q2 		$202K Sell
3,355
-224
-6% -$12.9K 0.04% 314
2026
Q1 		$204K Sell
3,579
-21
-0.6% -$1.41K 0.05% 300
2025
Q4 		$235K Buy
3,600
+47
+1% +$3.16K 0.05% 274
2025
Q3 		$237K Sell
3,553
-139
-4% -$9.59K 0.05% 274
2025
Q2 		$254K Sell
3,692
-503
-12% -$35.3K 0.06% 251
2025
Q1 		$281K Buy
4,195
+81
+2% +$5.23K 0.07% 223
2024
Q4 		$262K Buy
4,114
+203
+5% +$13.7K 0.06% 228
2024
Q3 		$286K Buy
3,911
+7
+0.2% +$484 0.07% 222
2024
Q2 		$242K Buy
3,904
+20
+0.5% +$1.18K 0.07% 229
2024
Q1 		$212K Hold
3,884
– – 0.06% 246
2023
Q4 		$212K Buy
+3,884
New +$210K 0.06% 246
2022
Q1 		– Sell
-4,284
Closed -$260K – 237
2021
Q4 		$260K Sell
4,284
-225
-5% -$13.4K 0.09% 185
2021
Q3 		$282K Sell
4,509
-3,181
-41% -$203K 0.1% 173
2021
Q2 		$519K Sell
7,690
-81
-1% -$5.39K 0.2% 114
2021
Q1 		$455K Sell
7,771
-7
-0.1% -$446 0.2% 117
2020
Q4 		$528K Buy
7,778
+2,366
+44% +$161K 0.24% 100
2020
Q3 		$375K Buy
5,412
+20
+0.4% +$1.33K 0.18% 124
2020
Q2 		$333K Buy
5,392
+780
+17% +$46.6K 0.2% 122
2020
Q1 		$262K Buy
4,612
+111
+2% +$6.96K 0.19% 121
2019
Q4 		$289K Sell
4,501
-69
-2% -$4.58K 0.15% 137
2019
Q3 		$309K Sell
4,570
-2,890
-39% -$200K 0.16% 124
2019
Q2 		$520K Buy
7,460
+3,784
+103% +$257K 0.18% 113
2019
Q1 		$239K Hold
3,676
– – 0.14% 127
2018
Q4 		$216K Buy
+3,676
New +$222K 0.14% 126

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Essex Savings Bank's UL Position: Q2 2026 in Review

Essex Savings Bank reduced its Unilever (UL) stake by 6.3% in Q2 2026, selling an estimated $12.9K and leaving 3,355 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #314.

Essex Savings Bank first reported a position in UL in Q4 2018 and has held it in 24 quarters since. The position peaked at $528K in Q4 2020. 628 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Essex Savings Bank held 3,355 shares of Unilever worth $202K as of Q2 2026.
  • Essex Savings Bank sold 224 Unilever shares in Q2 2026, an estimated $12.9K.
  • Unilever made up 0.04% of Essex Savings Bank's portfolio in Q2 2026, its #314 holding.
  • Essex Savings Bank first reported a position in Unilever in Q4 2018 and has held it in 24 quarters since.
  • Essex Savings Bank's Unilever position peaked at $528K in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.