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Lindbrook Capital’s Unilever UL Stock Holding History

Lindbrook Capital’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 		$363K Buy
5,421
+112
+2% +$7.22K 0.03% 277
2024
Q4 		$339K Buy
5,309
+12
+0.2% +$810 0.03% 290
2024
Q3 		$387K Sell
5,297
-515
-9% -$35.6K 0.03% 264
2024
Q2 		$360K Buy
5,812
+124
+2% +$7.33K 0.03% 254
2024
Q1 		$321K Sell
5,688
-677
-11% -$37.5K 0.03% 273
2023
Q4 		$347K Buy
6,365
+1,187
+23% +$64K 0.03% 250
2023
Q3 		$288K Buy
5,178
+221
+4% +$12.8K 0.03% 250
2023
Q2 		$291K Sell
4,957
-516
-9% -$30.6K 0.03% 255
2023
Q1 		$320K Buy
5,473
+312
+6% +$17.7K 0.04% 234
2022
Q4 		$292K Buy
5,161
+1,407
+37% +$75.3K 0.04% 258
2022
Q3 		$185K Sell
3,754
-55
-1% -$2.87K 0.03% 278
2022
Q2 		$196K Sell
3,809
-262
-6% -$13.3K 0.03% 289
2022
Q1 		$209K Sell
4,071
-797
-16% -$44.4K 0.03% 281
2021
Q4 		$295K Sell
4,868
-119
-2% -$7.07K 0.04% 234
2021
Q3 		$304K Sell
4,987
-121
-2% -$7.71K 0.08% 104
2021
Q2 		$336K Buy
5,108
+115
+2% +$7.65K 0.08% 115
2021
Q1 		$314K Buy
4,993
+911
+22% +$58K 0.07% 116
2020
Q4 		$277K Buy
4,082
+2,645
+184% +$179K 0.07% 116
2020
Q3 		$100K Buy
1,437
+6
+0.4% +$400 0.03% 208
2020
Q2 		$88K Hold
1,431
– – 0.03% 233
2020
Q1 		$81K Buy
1,431
+987
+222% +$61.9K 0.03% 215
2019
Q4 		$29K Hold
444
– – 0.01% 615
2019
Q3 		$30K Sell
444
-89
-17% -$6.17K 0.01% 578
2019
Q2 		$37K Hold
533
– – 0.01% 510
2019
Q1 		$34K Hold
533
– – 0.01% 531
2018
Q4 		$31K Buy
+533
New +$32.1K 0.02% 493

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lindbrook Capital's UL Position: Q1 2025 in Review

Lindbrook Capital increased its Unilever (UL) stake by 2.1% in Q1 2025, buying an estimated $7.22K and bringing the position to 5,421 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #277.

Lindbrook Capital first reported a position in UL in Q4 2018 and has held it in 26 quarters since. The position peaked at $387K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Lindbrook Capital held 5,421 shares of Unilever worth $363K as of Q1 2025.
  • Lindbrook Capital bought 112 Unilever shares in Q1 2025, an estimated $7.22K.
  • Unilever made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #277 holding.
  • Lindbrook Capital first reported a position in Unilever in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Unilever position peaked at $387K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.