HIC
UL icon

Holderness Investments Company’s Unilever UL Stock Holding History

Holderness Investments Company’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 		– Sell
-2,994
Closed -$201K – 264
2025
Q1 		$201K Sell
2,994
-495
-14% -$31.9K 0.05% 245
2024
Q4 		$223K Buy
3,489
+341
+11% +$23K 0.05% 239
2024
Q3 		$230K Buy
+3,148
New +$218K 0.05% 236

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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Holderness Investments Company's UL Position: Q2 2025 in Review

Holderness Investments Company sold out of Unilever (UL) in Q2 2025, closing a stake of 2,994 shares — an estimated $201K sold.

Holderness Investments Company first reported a position in UL in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 1,188 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Holderness Investments Company reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Holderness Investments Company sold 2,994 Unilever shares in Q2 2025, an estimated $201K.
  • Holderness Investments Company first reported a position in Unilever in Q3 2024 and held it in 3 quarters.
  • Holderness Investments Company's Unilever position peaked at $230K in Q3 2024.
  • 1,188 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Holderness Investments Company's 13F filing for Q2 2025, filed 12 Aug 2025.