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First County Bank’s Unilever UL Stock Holding History

First County 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
2024
Q4 		– Sell
-4,280
Closed -$313K – 163
2024
Q3 		$313K Sell
4,280
-3,378
-44% -$234K 0.15% 131
2024
Q2 		$474K Sell
7,658
-8,264
-52% -$488K 0.24% 99
2024
Q1 		$899K Sell
15,922
-2,572
-14% -$142K 0.44% 79
2023
Q4 		$1.01M Sell
18,494
-1,929
-9% -$104K 0.49% 72
2023
Q3 		$1.14M Sell
20,423
-4,222
-17% -$244K 0.59% 61
2023
Q2 		$1.45M Buy
24,645
+986
+4% +$58.6K 0.7% 48
2023
Q1 		$1.38M Buy
23,659
+4,102
+21% +$233K 0.68% 44
2022
Q4 		$1.11M Buy
+19,557
New +$1.05M 0.53% 56

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
Morgan Stanley
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First County Bank's UL Position: Q4 2024 in Review

First County Bank sold out of Unilever (UL) in Q4 2024, closing a stake of 4,280 shares — an estimated $313K sold.

First County Bank first reported a position in UL in Q4 2022 and held it in 8 quarters. The position peaked at $1.45M in Q2 2023. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • First County Bank reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • First County Bank sold 4,280 Unilever shares in Q4 2024, an estimated $313K.
  • First County Bank first reported a position in Unilever in Q4 2022 and held it in 8 quarters.
  • First County Bank's Unilever position peaked at $1.45M in Q2 2023.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on First County Bank's 13F filing for Q4 2024, filed 7 Jan 2025.