Lloyd Advisory Services’s Unilever UL Stock Holding History

Lloyd Advisory Services’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
2026 Q1	$4.1K	Sell	72 -1,327	-95%	-$88.9K	﹤0.01%	588
2025 Q4	$91.5K	Buy	+1,399	New	+$94K	0.04%	189
2023 Q4	–	Sell	-21,367	Closed	-$1.19M	–	324
2023 Q3	$1.19M	Buy	+21,367	New	+$1.23M	0.39%	54
2022 Q1	–	Sell	-3,308	Closed	-$200K	–	660
2021 Q4	$200K	Buy	3,308 +15	+0.5%	+$891	0.09%	86
2021 Q3	$201K	Buy	3,293 +269	+9%	+$17.1K	0.1%	75
2021 Q2	$199K	Buy	3,024 +436	+17%	+$29K	0.1%	78
2021 Q1	$162K	Buy	2,588 +320	+14%	+$20.4K	0.09%	79
2020 Q4	$154K	Sell	2,268 -117	-5%	-$7.94K	0.08%	64
2020 Q3	$165K	Sell	2,385 -197	-8%	-$13.1K	0.1%	54
2020 Q2	$159K	Buy	2,582 +872	+51%	+$52.1K	0.1%	63
2020 Q1	$97K	Buy	1,710 +1,696	+12,114%	+$106K	0.07%	75
2019 Q4	$1K	Buy	+14	New	+$930	﹤0.01%	351

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 $295B AUM 31.6% 1-Year Est. Return

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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return