Ingalls & Snyder LLC’s Unilever UL Stock Holding History

Ingalls & Snyder LLC’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
2023 Q4	–	Sell	-12,000	Closed	-$667K	–	465
2023 Q3	$667K	Hold	12,000	–	–	0.03%	251
2023 Q2	$704K	Hold	12,000	–	–	0.03%	257
2023 Q1	$701K	Hold	12,000	–	–	0.04%	244
2022 Q4	$680K	Hold	12,000	–	–	0.04%	245
2022 Q3	$592K	Hold	12,000	–	–	0.03%	248
2022 Q2	$619K	Hold	12,000	–	–	0.03%	255
2022 Q1	$615K	Buy	12,000 +4,533	+61%	+$252K	0.03%	280
2021 Q4	$452K	Buy	+7,467	New	+$444K	0.02%	320

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ingalls & Snyder LLC's UL Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its Unilever (UL) stake by 0.93% in Q1 2026, selling an estimated $159K and leaving 252,938 shares worth $14.4M. The position accounts for 0.51% of the portfolio, ranked #43.

Ingalls & Snyder LLC first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.6M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Ingalls & Snyder LLC held 252,938 shares of Unilever worth $14.4M as of Q1 2026.
Ingalls & Snyder LLC sold 2,367 Unilever shares in Q1 2026, an estimated $159K.
Unilever made up 0.51% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #43 holding.
Ingalls & Snyder LLC first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
Ingalls & Snyder LLC's Unilever position peaked at $23.6M in Q3 2024.
1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.