Financial Management Professionals’s Unilever UL Stock Holding History

Financial Management Professionals’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	$40.2K	Sell	669 -5	-0.7%	-$289	﹤0.01%	314
2026 Q1	$38.8K	Hold	674	–	–	﹤0.01%	287
2025 Q4	$44.1K	Sell	674 -4	-0.6%	-$269	﹤0.01%	266
2025 Q3	$45.2K	Sell	678 -9	-1%	-$621	﹤0.01%	265
2025 Q2	$47.3K	Hold	687	–	–	0.01%	261
2025 Q1	$46K	Sell	687 -16	-2%	-$1.03K	0.01%	275
2024 Q4	$44.9K	Sell	703 -49	-7%	-$3.31K	0.01%	289
2024 Q3	$55K	Buy	752 +70	+10%	+$4.84K	0.01%	259
2024 Q2	$42K	Buy	682 +140	+26%	+$8.27K	0.01%	283
2024 Q1	$31K	Buy	542 +234	+76%	+$13K	﹤0.01%	350
2023 Q4	$17K	Sell	308 -90	-23%	-$4.86K	﹤0.01%	442
2023 Q3	$22K	Hold	398	–	–	﹤0.01%	361
2023 Q2	$23K	Sell	398 -590	-60%	-$35K	﹤0.01%	378
2023 Q1	$58K	Buy	988 +687	+228%	+$39K	0.01%	259
2022 Q4	$17K	Hold	301	–	–	﹤0.01%	404
2022 Q3	$15K	Buy	301 +1	+0.3%	+$52	﹤0.01%	405
2022 Q2	$15K	Buy	300 +170	+131%	+$8.66K	﹤0.01%	417
2022 Q1	$7K	Buy	130 +6	+5%	+$334	﹤0.01%	592
2021 Q4	$8K	Sell	124 -19	-13%	-$1.13K	﹤0.01%	528
2021 Q3	$9K	Buy	143 +8	+6%	+$510	﹤0.01%	507
2021 Q2	$9K	Buy	135 +19	+16%	+$1.26K	﹤0.01%	423
2021 Q1	$7K	Sell	116 -232	-67%	-$14.8K	﹤0.01%	439
2020 Q4	$24K	Buy	348 +327	+1,557%	+$22.2K	0.01%	259
2020 Q3	$1K	Buy	+21	New	+$1.4K	﹤0.01%	587

Other funds holding UL

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return