Lee, Danner & Bass’s Unilever UL Stock Holding History

Lee, Danner & Bass’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	-237	Closed	-$15.1K	–	672
2024 Q4	$15.1K	Buy	+237	New	+$16K	﹤0.01%	494

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

Lee, Danner & Bass's UL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Unilever (UL) in Q1 2025, closing a stake of 237 shares — an estimated $15.1K sold.

Lee, Danner & Bass first reported a position in UL in Q4 2024 and held it in 1 quarter. The position peaked at $15.1K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Lee, Danner & Bass reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 237 Unilever shares in Q1 2025, an estimated $15.1K.
Lee, Danner & Bass first reported a position in Unilever in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Unilever position peaked at $15.1K in Q4 2024.
1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.