Martin Investment Management’s Unilever UL Stock Holding History

Martin Investment Management’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
2021 Q4	–	Sell	-6,500	Closed	-$396K	–	55
2021 Q3	$396K	Buy	6,500 +116	+2%	+$7.39K	0.1%	46
2021 Q2	$420K	Hold	6,384	–	–	0.11%	45
2021 Q1	$401K	Buy	6,384 +3,173	+99%	+$202K	0.11%	46
2020 Q4	$218K	Hold	3,211	–	–	0.07%	46
2020 Q3	$223K	Buy	+3,211	New	+$214K	0.08%	44
2020 Q1	–	Sell	-4,126	Closed	-$265K	–	47
2019 Q4	$265K	Hold	4,126	–	–	0.09%	42
2019 Q3	$279K	Hold	4,126	–	–	0.07%	40
2019 Q2	$288K	Buy	4,126 +102	+3%	+$6.92K	0.07%	40
2019 Q1	$261K	Hold	4,024	–	–	0.07%	39
2018 Q4	$237K	Buy	4,024 +62	+2%	+$3.74K	0.08%	38
2018 Q3	$245K	Hold	3,962	–	–	0.07%	38
2018 Q2	$246K	Hold	3,962	–	–	0.06%	37
2018 Q1	$248K	Buy	3,962 +716	+22%	+$43.6K	0.06%	37
2017 Q4	$212K	Hold	3,246	–	–	0.06%	35
2017 Q3	$212K	Buy	+3,246	New	+$209K	0.06%	35

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

Martin Investment Management's UL Position: Q4 2021 in Review

Martin Investment Management sold out of Unilever (UL) in Q4 2021, closing a stake of 6,500 shares — an estimated $396K sold.

Martin Investment Management first reported a position in UL in Q3 2017 and held it in 15 quarters. The position peaked at $420K in Q2 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

Martin Investment Management reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
Martin Investment Management sold 6,500 Unilever shares in Q4 2021, an estimated $396K.
Martin Investment Management first reported a position in Unilever in Q3 2017 and held it in 15 quarters.
Martin Investment Management's Unilever position peaked at $420K in Q2 2021.
1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Martin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.