Morningstar Investment Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.58M | Sell |
38,556
-34,344
| -47% | -$2.22M | 0.47% | 50 |
|
|
2024
Q4 | $4.65M | Sell |
72,900
-467,609
| -87% | -$31.6M | 0.42% | 61 |
|
|
2024
Q3 | $39.8M | Sell |
540,509
-1,376
| -0.3% | -$95.1K | 0.41% | 70 |
|
|
2024
Q2 | $33.7M | Buy |
541,885
+3,281
| +0.6% | +$194K | 0.37% | 78 |
|
|
2024
Q1 | $30.4M | Sell |
538,604
-538,962
| -50% | -$29.9M | 0.33% | 83 |
|
|
2023
Q4 | $58.8M | Buy |
1,077,566
+533,119
| +98% | +$28.8M | 0.33% | 81 |
|
|
2023
Q3 | $30.1M | Sell |
544,447
-5,426
| -1% | -$314K | 0.39% | 73 |
|
|
2023
Q2 | $31.9M | Sell |
549,873
-11,332
| -2% | -$673K | 0.41% | 72 |
|
|
2023
Q1 | $32.8M | Sell |
561,205
-11,595
| -2% | -$659K | 0.44% | 69 |
|
|
2022
Q4 | $32.7M | Sell |
572,800
-23,671
| -4% | -$1.27M | 0.45% | 71 |
|
|
2022
Q3 | $30M | Buy |
596,471
+1,189
| +0.2% | +$62.1K | 0.42% | 71 |
|
|
2022
Q2 | $30.5M | Sell |
595,282
-3,068
| -0.5% | -$156K | 0.41% | 67 |
|
|
2022
Q1 | $31.1M | Buy |
598,350
+1,016
| +0.2% | +$56.6K | 0.35% | 75 |
|
|
2021
Q4 | $36.1M | Sell |
597,334
-8,027
| -1% | -$477K | 0.4% | 64 |
|
|
2021
Q3 | $37.3M | Sell |
605,361
-10,161
| -2% | -$648K | 0.44% | 57 |
|
|
2021
Q2 | $41M | Sell |
615,522
-1,523
| -0.2% | -$101K | 0.49% | 53 |
|
|
2021
Q1 | $38.8M | Sell |
617,045
-40,961
| -6% | -$2.61M | 0.51% | 54 |
|
|
2020
Q4 | $44.7M | Sell |
658,006
-25,680
| -4% | -$1.74M | 0.62% | 42 |
|
|
2020
Q3 | $47.6M | Sell |
683,686
-16,481
| -2% | -$1.1M | 0.74% | 38 |
|
|
2020
Q2 | $43.5M | Sell |
700,167
-33,180
| -5% | -$1.98M | 0.72% | 40 |
|
|
2020
Q1 | $41.7M | Buy |
733,347
+212,225
| +41% | +$13.3M | 0.76% | 36 |
|
|
2019
Q4 | $33.5M | Sell |
521,122
-8,104
| -2% | -$538K | 0.53% | 61 |
|
|
2019
Q3 | $35.8M | Sell |
529,226
-14,468
| -3% | -$1M | 0.61% | 48 |
|
|
2019
Q2 | $37.9M | Sell |
543,694
-11,898
| -2% | -$808K | 0.62% | 47 |
|
|
2019
Q1 | $36.1M | Sell |
555,592
-14,013
| -2% | -$854K | 0.62% | 51 |
|
|
2018
Q4 | $33.5M | Sell |
569,605
-18,343
| -3% | -$1.11M | 0.66% | 51 |
|
|
2018
Q3 | $36.4M | Sell |
587,948
-9,041
| -2% | -$570K | 0.66% | 52 |
|
|
2018
Q2 | $37.1M | Buy |
596,989
+11,230
| +2% | +$698K | 0.7% | 49 |
|
|
2018
Q1 | $36.6M | Sell |
585,759
-180,591
| -24% | -$11M | 0.71% | 52 |
|
|
2017
Q4 | $47.7M | Buy |
766,350
+61,316
| +9% | +$3.89M | 0.96% | 34 |
|
|
2017
Q3 | $46M | Buy |
705,034
+76,437
| +12% | +$4.91M | 1% | 35 |
|
|
2017
Q2 | $38.3M | Buy |
628,597
+92,412
| +17% | +$5.51M | 0.89% | 42 |
|
|
2017
Q1 | $29.8M | Buy |
536,185
+75,376
| +16% | +$3.81M | 0.75% | 48 |
|
|
2016
Q4 | $21.1M | Buy |
460,809
+69,651
| +18% | +$3.25M | 0.69% | 54 |
|
|
2016
Q3 | $20.9M | Buy |
391,158
+34,855
| +10% | +$1.84M | 0.6% | 58 |
|
|
2016
Q2 | $19.3M | Buy |
356,303
+20,263
| +6% | +$1.04M | 0.61% | 55 |
|
|
2016
Q1 | $17.1M | Buy |
336,040
+23,439
| +7% | +$1.14M | 0.59% | 55 |
|
|
2015
Q4 | $15.2M | Buy |
312,601
+33,785
| +12% | +$1.65M | 0.6% | 54 |
|
|
2015
Q3 | $12.8M | Buy |
278,816
+27,671
| +11% | +$1.32M | 0.54% | 59 |
|
|
2015
Q2 | $12.1M | Buy |
251,145
+38,955
| +18% | +$1.93M | 0.52% | 64 |
|
|
2015
Q1 | $9.96M | Sell |
212,190
-197,950
| -48% | -$9.49M | 0.43% | 71 |
|
|
2014
Q4 | $18.7M | Buy |
410,140
+56,263
| +16% | +$2.58M | 0.88% | 32 |
|
|
2014
Q3 | $16.7M | Buy |
353,877
+21,851
| +7% | +$1.08M | 0.86% | 31 |
|
|
2014
Q2 | $16.9M | Buy |
332,026
+23,057
| +7% | +$1.16M | 0.98% | 25 |
|
|
2014
Q1 | $14.9M | Buy |
308,969
+144,333
| +88% | +$6.51M | 1.02% | 24 |
|
|
2013
Q4 | $7.63M | Buy |
164,636
+20,827
| +14% | +$932K | 0.57% | 48 |
|
|
2013
Q3 | $6.14M | Buy |
+143,809
| New | +$6.52M | 0.54% | 53 |
|
Other funds holding UL
Morningstar Investment Services's UL Position: Q1 2025 in Review
Morningstar Investment Services reduced its Unilever (UL) stake by 47% in Q1 2025, selling an estimated $2.22M and leaving 38,556 shares worth $2.58M. The position accounts for 0.47% of the portfolio, ranked #50.
Morningstar Investment Services first reported a position in UL in Q3 2013 and has held it in 47 quarters since. The position peaked at $58.8M in Q4 2023. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.
- Morningstar Investment Services held 38,556 shares of Unilever worth $2.58M as of Q1 2025.
- Morningstar Investment Services sold 34,344 Unilever shares in Q1 2025, an estimated $2.22M.
- Unilever made up 0.47% of Morningstar Investment Services's portfolio in Q1 2025, its #50 holding.
- Morningstar Investment Services first reported a position in Unilever in Q3 2013 and has held it in 47 quarters since.
- Morningstar Investment Services's Unilever position peaked at $58.8M in Q4 2023.
- 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.