O'Brien Greene & Co’s Unilever UL Stock Holding History

O'Brien Greene & 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
2026 Q1	$328K	Hold	5,758	–	–	0.09%	111
2025 Q4	$377K	Sell	5,758 -1	-0%	-$67	0.11%	103
2025 Q3	$384K	Sell	5,759 -152	-3%	-$10.5K	0.12%	99
2025 Q2	$407K	Hold	5,911	–	–	0.13%	89
2025 Q1	$396K	Hold	5,911	–	–	0.13%	92
2024 Q4	$377K	Buy	5,911 +152	+3%	+$10.3K	0.12%	97
2024 Q3	$421K	Sell	5,759 -155	-3%	-$10.7K	0.13%	95
2024 Q2	$366K	Buy	5,914 +155	+3%	+$9.16K	0.12%	101
2024 Q1	$325K	Hold	5,759	–	–	0.11%	106
2023 Q4	$314K	Hold	5,759	–	–	0.11%	101
2023 Q3	$320K	Hold	5,759	–	–	0.12%	98
2023 Q2	$338K	Hold	5,759	–	–	0.12%	102
2023 Q1	$336K	Hold	5,759	–	–	0.13%	102
2022 Q4	$326K	Sell	5,759 -11,833	-67%	-$633K	0.12%	108
2022 Q3	$867K	Buy	17,592 +11,919	+210%	+$623K	0.11%	114
2022 Q2	$292K	Sell	5,673 -15	-0.3%	-$764	0.11%	116
2022 Q1	$292K	Sell	5,688 -4	-0.1%	-$223	0.1%	115
2021 Q4	$344K	Buy	5,692 +137	+2%	+$8.14K	0.11%	112
2021 Q3	$339K	Hold	5,555	–	–	0.12%	108
2021 Q2	$366K	Buy	5,555 +174	+3%	+$11.6K	0.13%	106
2021 Q1	$338K	Hold	5,381	–	–	0.13%	101
2020 Q4	$365K	Buy	+5,381	New	+$365K	0.15%	96

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 $501B AUM 22.01% 1-Year Est. Return