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Lake Street Advisors Group’s Unilever UL Stock Holding History

Lake Street Advisors 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
2024
Q4 		$752K Buy
11,784
+51
+0.4% +$3.44K 0.03% 262
2024
Q3 		$857K Buy
11,733
+555
+5% +$38.4K 0.04% 237
2024
Q2 		$691K Sell
11,178
-214
-2% -$12.6K 0.03% 274
2024
Q1 		$643K Buy
11,392
+834
+8% +$46.2K 0.03% 298
2023
Q4 		$576K Sell
10,558
-43
-0.4% -$2.32K 0.03% 302
2023
Q3 		$589K Sell
10,601
-987
-9% -$57K 0.04% 198
2023
Q2 		$680K Sell
11,588
-587
-5% -$34.9K 0.04% 192
2023
Q1 		$711K Buy
12,175
+712
+6% +$40.5K 0.04% 177
2022
Q4 		$649K Sell
11,463
-295
-3% -$15.8K 0.04% 171
2022
Q3 		$580K Buy
11,758
+941
+9% +$49.2K 0.04% 179
2022
Q2 		$558K Sell
10,817
-485
-4% -$24.7K 0.04% 169
2022
Q1 		$579K Sell
11,302
-1,334
-11% -$74.3K 0.04% 169
2021
Q4 		$765K Buy
+12,636
New +$751K 0.05% 153
2021
Q3 		– Sell
-9,884
Closed -$634K – 409
2021
Q2 		$634K Buy
9,884
+747
+8% +$49.7K 0.05% 145
2021
Q1 		$574K Sell
9,137
-190
-2% -$12.1K 0.05% 144
2020
Q4 		$633K Buy
9,327
+3,302
+55% +$224K 0.05% 132
2020
Q3 		$418K Buy
6,025
+765
+15% +$51K 0.04% 160
2020
Q2 		$325K Sell
5,260
-531
-9% -$31.7K 0.03% 186
2020
Q1 		$329K Buy
+5,791
New +$363K 0.04% 160
2018
Q3 		– Sell
-4,917
Closed -$306K – 307
2018
Q2 		$306K Sell
4,917
-591
-11% -$36.7K 0.03% 220
2018
Q1 		$344K Hold
5,508
– – 0.04% 177
2017
Q4 		$343K Buy
+5,508
New +$349K 0.04% 193

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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group's UL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Unilever (UL) stake by 0.43% in Q4 2024, buying an estimated $3.44K and bringing the position to 11,784 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #262.

Lake Street Advisors Group first reported a position in UL in Q4 2017 and has held it in 22 quarters since. The position peaked at $857K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Lake Street Advisors Group held 11,784 shares of Unilever worth $752K as of Q4 2024.
  • Lake Street Advisors Group bought 51 Unilever shares in Q4 2024, an estimated $3.44K.
  • Unilever made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #262 holding.
  • Lake Street Advisors Group first reported a position in Unilever in Q4 2017 and has held it in 22 quarters since.
  • Lake Street Advisors Group's Unilever position peaked at $857K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.