Fort Sheridan Advisors’s Unilever UL Stock Holding History

Fort Sheridan Advisors’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	$224K	Buy	3,939 +69	+2%	+$4.63K	0.03%	265
2025 Q4	$253K	Sell	3,870 -1	-0%	-$67	0.03%	230
2025 Q3	$258K	Hold	3,871	–	–	0.03%	227
2025 Q2	$266K	Hold	3,871	–	–	0.04%	215
2025 Q1	$259K	Hold	3,871	–	–	0.04%	211
2024 Q4	$247K	Hold	3,871	–	–	0.04%	226
2024 Q3	$283K	Hold	3,871	–	–	0.04%	207
2024 Q2	$239K	Hold	3,871	–	–	0.04%	209
2024 Q1	$219K	Hold	3,871	–	–	0.04%	189
2023 Q4	$211K	Sell	3,871 -39	-1%	-$2.1K	0.04%	185
2023 Q3	$217K	Hold	3,910	–	–	0.05%	174
2023 Q2	$229K	Hold	3,910	–	–	0.05%	172
2023 Q1	$228K	Buy	+3,910	New	+$222K	0.06%	175

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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