Exchange Capital Management’s Unilever UL Stock Holding History

Exchange Capital Management’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
2025 Q2	$1.14M	Buy	16,523 +1,443	+10%	+$101K	0.17%	121
2025 Q1	$1.01M	Buy	15,080 +672	+5%	+$43.4K	0.16%	122
2024 Q4	$919K	Buy	14,408 +105	+0.7%	+$7.09K	0.15%	126
2024 Q3	$1.05M	Buy	14,303 +346	+2%	+$23.9K	0.17%	124
2024 Q2	$863K	Sell	13,957 -196	-1%	-$11.6K	0.14%	134
2024 Q1	$799K	Sell	14,153 -89	-0.6%	-$4.93K	0.13%	137
2023 Q4	$777K	Sell	14,242 -453	-3%	-$24.4K	0.14%	129
2023 Q3	$817K	Sell	14,695 -49	-0.3%	-$2.83K	0.15%	121
2023 Q2	$865K	Buy	14,744 +196	+1%	+$11.6K	0.16%	121
2023 Q1	$850K	Buy	14,548 +2,244	+18%	+$127K	0.17%	117
2022 Q4	$697K	Sell	12,304 -169	-1%	-$9.04K	0.15%	118
2022 Q3	$615K	Buy	12,473 +2,102	+20%	+$110K	0.14%	124
2022 Q2	$535K	Buy	10,371 +3,551	+52%	+$181K	0.12%	131
2022 Q1	$350K	Sell	6,820 -48	-0.7%	-$2.67K	0.07%	144
2021 Q4	$416K	Sell	6,868 -459	-6%	-$27.3K	0.08%	144
2021 Q3	$447K	Buy	7,327 +1,111	+18%	+$70.8K	0.09%	141
2021 Q2	$409K	Buy	6,216 +721	+13%	+$47.9K	0.08%	142
2021 Q1	$345K	Buy	5,495 +1,282	+30%	+$81.6K	0.07%	145
2020 Q4	$286K	Buy	+4,213	New	+$286K	0.06%	147
2018 Q4	–	Sell	-444	Closed	-$27K	–	261
2018 Q3	$27K	Sell	444 -445	-50%	-$28.1K	0.01%	187
2018 Q2	$55K	Buy	+889	New	+$55.2K	0.02%	159

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Exchange Capital Management's UL Position: Q2 2025 in Review

Exchange Capital Management increased its Unilever (UL) stake by 9.6% in Q2 2025, buying an estimated $101K and bringing the position to 16,523 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #121.

Exchange Capital Management first reported a position in UL in Q2 2018 and has held it in 21 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Exchange Capital Management held 16,523 shares of Unilever worth $1.14M as of Q2 2025.
Exchange Capital Management bought 1,443 Unilever shares in Q2 2025, an estimated $101K.
Unilever made up 0.17% of Exchange Capital Management's portfolio in Q2 2025, its #121 holding.
Exchange Capital Management first reported a position in Unilever in Q2 2018 and has held it in 21 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.