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LGL Partners’s Unilever UL Stock Holding History

LGL Partners’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
-8,684
Closed -$554K – 120
2024
Q4 		$554K Buy
8,684
+80
+0.9% +$5.4K 0.08% 70
2024
Q3 		$629K Sell
8,604
-1,437
-14% -$99.3K 0.09% 61
2024
Q2 		$621K Sell
10,041
-1,454
-13% -$85.9K 0.09% 59
2024
Q1 		$649K Buy
11,495
+229
+2% +$12.7K 0.11% 57
2023
Q4 		$614K Hold
11,266
– – 0.08% 59
2023
Q3 		$626K Buy
11,266
+2,201
+24% +$127K 0.11% 52
2023
Q2 		$532K Buy
9,065
+434
+5% +$25.8K 0.09% 65
2023
Q1 		$504K Hold
8,631
– – 0.09% 61
2022
Q4 		$489K Hold
8,631
– – 0.09% 58
2022
Q3 		$426K Sell
8,631
-185
-2% -$9.67K 0.09% 73
2022
Q2 		$455K Buy
8,816
+252
+3% +$12.8K 0.07% 58
2022
Q1 		$439K Sell
8,564
-162
-2% -$9.02K 0.06% 63
2021
Q4 		$528K Buy
8,726
+1,778
+26% +$106K 0.06% 62
2021
Q3 		$424K Buy
6,948
+1,257
+22% +$80.1K 0.26% 54
2021
Q2 		$375K Buy
5,691
+200
+4% +$13.3K 0.22% 62
2021
Q1 		$345K Buy
5,491
+1,023
+23% +$65.2K 0.2% 66
2020
Q4 		$303K Buy
4,468
+1,444
+48% +$98K 0.18% 71
2020
Q3 		$210K Buy
+3,024
New +$202K 0.13% 89
2020
Q1 		– Sell
-3,574
Closed -$230K – 102
2019
Q4 		$230K Hold
3,574
– – 0.08% 96
2019
Q3 		$242K Hold
3,574
– – 0.1% 96
2019
Q2 		$249K Hold
3,574
– – 0.1% 97
2019
Q1 		$232K Buy
+3,574
New +$218K 0.09% 100

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

LGL Partners's UL Position: Q1 2025 in Review

LGL Partners sold out of Unilever (UL) in Q1 2025, closing a stake of 8,684 shares — an estimated $554K sold.

LGL Partners first reported a position in UL in Q1 2019 and held it in 22 quarters. The position peaked at $649K in Q1 2024. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • LGL Partners reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 8,684 Unilever shares in Q1 2025, an estimated $554K.
  • LGL Partners first reported a position in Unilever in Q1 2019 and held it in 22 quarters.
  • LGL Partners's Unilever position peaked at $649K in Q1 2024.
  • 1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.