Integrated Advisors Network’s Unilever UL Stock Holding History

Integrated Advisors Network’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 Q1	–	Sell	-3,436	Closed	-$219K	–	778
2024 Q4	$219K	Buy	3,436 +360	+12%	+$24.3K	0.01%	651
2024 Q3	$225K	Sell	3,076 -184	-6%	-$12.7K	0.01%	662
2024 Q2	$202K	Buy	+3,260	New	+$193K	0.01%	662
2024 Q1	–	Sell	-3,840	Closed	-$209K	–	743
2023 Q4	$209K	Sell	3,840 -39	-1%	-$2.1K	0.01%	630
2023 Q3	$216K	Sell	3,879 -1,315	-25%	-$76K	0.01%	611
2023 Q2	$305K	Buy	5,194 +851	+20%	+$50.5K	0.02%	535
2023 Q1	$254K	Buy	+4,343	New	+$247K	0.02%	584
2022 Q2	–	Sell	-4,787	Closed	-$245K	–	739
2022 Q1	$245K	Sell	4,787 -385	-7%	-$21.4K	0.01%	588
2021 Q4	$313K	Buy	+5,172	New	+$307K	0.02%	523
2020 Q3	–	Sell	-3,628	Closed	-$224K	–	490
2020 Q2	$224K	Buy	3,628 +16	+0.4%	+$956	0.03%	399
2020 Q1	$205K	Buy	+3,612	New	+$227K	0.04%	348

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Integrated Advisors Network's UL Position: Q1 2025 in Review

Integrated Advisors Network sold out of Unilever (UL) in Q1 2025, closing a stake of 3,436 shares — an estimated $219K sold.

Integrated Advisors Network first reported a position in UL in Q1 2020 and held it in 11 quarters. The position peaked at $313K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Integrated Advisors Network reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Integrated Advisors Network sold 3,436 Unilever shares in Q1 2025, an estimated $219K.
Integrated Advisors Network first reported a position in Unilever in Q1 2020 and held it in 11 quarters.
Integrated Advisors Network's Unilever position peaked at $313K in Q4 2021.
1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.