Lion Street Advisors’s Unilever UL Stock Holding History

Lion Street Advisors’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 Q3	$357K	Buy	+5,927	New	+$409K	0.12%	150
2024 Q2	–	Sell	-4,931	Closed	-$269K	–	280
2024 Q1	$269K	Hold	4,931	–	–	0.11%	195
2023 Q4	$269K	Sell	4,931 -675	-12%	-$36.4K	0.11%	195
2023 Q3	$312K	Sell	5,606 -539	-9%	-$31.2K	0.1%	174
2023 Q2	$370K	Buy	6,145 +534	+10%	+$31.7K	0.12%	153
2023 Q1	$328K	Buy	5,611 +203	+4%	+$11.5K	0.1%	168
2022 Q4	$326K	Buy	5,408 +113	+2%	+$6.05K	0.17%	97
2022 Q3	$262K	Sell	5,295 -113	-2%	-$5.9K	0.13%	102
2022 Q2	$326K	Buy	5,408 +113	+2%	+$5.75K	0.17%	97
2022 Q1	$270K	Sell	5,295 -381	-7%	-$21.2K	0.14%	108
2021 Q4	$343K	Buy	5,676 +268	+5%	+$15.9K	0.17%	92
2021 Q3	$329K	Buy	+5,408	New	+$345K	0.18%	94
2020 Q2	–	Sell	-116	Closed	-$7K	–	389
2020 Q1	$7K	Buy	+116	New	+$7.28K	0.04%	217

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lion Street Advisors's UL Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Unilever (UL) in Q3 2025: 5,927 shares worth $357K. The stake represents 0.12% of the portfolio and ranks #150 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in UL as recently as Q1 2024.

Lion Street Advisors first reported a position in UL in Q1 2020 and has held it in 13 quarters since. The position peaked at $370K in Q2 2023. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Lion Street Advisors held 5,927 shares of Unilever worth $357K as of Q3 2025.
Unilever was a new Lion Street Advisors position in Q3 2025.
Unilever made up 0.12% of Lion Street Advisors's portfolio in Q3 2025, its #150 holding.
Lion Street Advisors first reported a position in Unilever in Q1 2020 and has held it in 13 quarters since.
Lion Street Advisors's Unilever position peaked at $370K in Q2 2023.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.