Evoke Wealth’s Unilever UL Stock Holding History

Evoke Wealth’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 Q1	$258K	Sell	4,491 -802	-15%	-$53.8K	﹤0.01%	587
2025 Q4	$346K	Buy	5,293 +1,961	+59%	+$132K	0.01%	483
2025 Q3	$222K	Buy	3,332 +334	+11%	+$23.1K	﹤0.01%	581
2025 Q2	$206K	Buy	+2,998	New	+$210K	﹤0.01%	558
2022 Q4	–	Sell	-1,236	Closed	-$61K	–	1093
2022 Q3	$61K	Sell	1,236 -32	-3%	-$1.67K	﹤0.01%	487
2022 Q2	$65K	Sell	1,268 -248	-16%	-$12.6K	﹤0.01%	471
2022 Q1	$78K	Sell	1,516 -43	-3%	-$2.39K	﹤0.01%	462
2021 Q4	$94K	Sell	1,559 -565	-27%	-$33.6K	﹤0.01%	455
2021 Q3	$129K	Buy	2,124 +533	+34%	+$34K	﹤0.01%	394
2021 Q2	$105K	Hold	1,591	–	–	﹤0.01%	433
2021 Q1	$100K	Buy	1,591 +1,116	+235%	+$71.1K	﹤0.01%	377
2020 Q4	$32K	Sell	475 -498	-51%	-$33.8K	﹤0.01%	432
2020 Q3	$68K	Buy	973 +190	+24%	+$12.7K	0.01%	325
2020 Q2	$48K	Buy	783 +779	+19,475%	+$46.5K	﹤0.01%	355
2020 Q1	$261	Sell	4 -1,012	-100%	-$63.5K	﹤0.01%	1076
2019 Q4	$65.4K	Buy	1,016 +135	+15%	+$8.97K	0.01%	368
2019 Q3	$59.6K	Buy	+881	New	+$61K	0.01%	435

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return