Lord, Abbett & Co
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Lord, Abbett & Co’s Unilever UL Stock Holding History

Lord, Abbett & Co’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
2024
Q1 		– Sell
-381,632
Closed -$20.8M – 587
2023
Q4 		$20.8M Sell
381,632
-728,300
-66% -$39.3M 0.07% 334
2023
Q3 		$61.7M Sell
1,109,932
-683,616
-38% -$39.5M 0.23% 125
2023
Q2 		$105M Buy
1,793,548
+61
+0% +$3.62K 0.36% 77
2023
Q1 		$105M Hold
1,793,487
– – 0.38% 70
2022
Q4 		$102M Buy
1,793,487
+96,889
+6% +$5.19M 0.36% 75
2022
Q3 		$83.7M Buy
1,696,598
+210,666
+14% +$11M 0.31% 91
2022
Q2 		$76.6M Buy
+1,485,932
New +$75.7M 0.27% 104
2021
Q4 		– Sell
-71,163
Closed -$4.34M – 684
2021
Q3 		$4.34M Sell
71,163
-153,738
-68% -$9.8M 0.01% 602
2021
Q2 		$14.8M Sell
224,901
-10,741
-5% -$714K 0.04% 472
2021
Q1 		$14.8M Sell
235,642
-4,910
-2% -$313K 0.04% 457
2020
Q4 		$16.3M Buy
240,552
+45,574
+23% +$3.09M 0.04% 440
2020
Q3 		$13.5M Buy
194,978
+1,439
+0.7% +$96K 0.04% 430
2020
Q2 		$11.9M Buy
193,539
+28,989
+18% +$1.73M 0.04% 455
2020
Q1 		$9.36M Buy
+164,550
New +$10.3M 0.04% 449

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co's UL Position: Q1 2024 in Review

Lord, Abbett & Co sold out of Unilever (UL) in Q1 2024, closing a stake of 381,632 shares — an estimated $20.8M sold.

Lord, Abbett & Co first reported a position in UL in Q1 2020 and held it in 14 quarters. The position peaked at $105M in Q2 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Lord, Abbett & Co reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Lord, Abbett & Co sold 381,632 Unilever shares in Q1 2024, an estimated $20.8M.
  • Lord, Abbett & Co first reported a position in Unilever in Q1 2020 and held it in 14 quarters.
  • Lord, Abbett & Co's Unilever position peaked at $105M in Q2 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Lord, Abbett & Co's 13F filing for Q1 2024, filed 9 May 2024.