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Jefferies Financial Group’s Unilever UL Stock Holding History

Jefferies Financial Group’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
-9,179
Closed -$615K – 1820
2025
Q1 		$615K Buy
+9,179
New +$592K 0.01% 989
2023
Q2 		– Sell
-60,000
Closed -$3.51M – 2023
2023
Q1 		$3.51M Buy
+60,000
New +$3.41M 0.03% 468

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Fisher Asset Management
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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

Jefferies Financial Group's UL Position: Q2 2025 in Review

Jefferies Financial Group sold out of Unilever (UL) in Q2 2025, closing a stake of 9,179 shares — an estimated $615K sold.

Jefferies Financial Group first reported a position in UL in Q1 2023 and held it in 2 quarters. The position peaked at $3.51M in Q1 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Jefferies Financial Group reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 9,179 Unilever shares in Q2 2025, an estimated $615K.
  • Jefferies Financial Group first reported a position in Unilever in Q1 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Unilever position peaked at $3.51M in Q1 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.