MFG
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Mendota Financial Group’s Unilever UL Stock Holding History

Mendota Financial Group’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 		– Sell
-32
Closed -$2.04K – 346
2024
Q4 		$2.04K Sell
32
-68
-68% -$4.59K ﹤0.01% 294
2024
Q3 		$7.34K Buy
100
+68
+213% +$4.7K ﹤0.01% 248
2024
Q2 		$1.98K Buy
+32
New +$1.89K ﹤0.01% 280

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Bank of America
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ClearBridge Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mendota Financial Group's UL Position: Q1 2025 in Review

Mendota Financial Group sold out of Unilever (UL) in Q1 2025, closing a stake of 32 shares — an estimated $2.04K sold.

Mendota Financial Group first reported a position in UL in Q2 2024 and held it in 3 quarters. The position peaked at $7.34K in Q3 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Mendota Financial Group reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 32 Unilever shares in Q1 2025, an estimated $2.04K.
  • Mendota Financial Group first reported a position in Unilever in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's Unilever position peaked at $7.34K in Q3 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.