Pin Oak Investment Advisors’s Unilever UL Stock Holding History

Pin Oak Investment Advisors’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	-206	Closed	-$15K	–	485
2024 Q4	$15K	Hold	206	–	–	0.01%	303
2024 Q3	$15K	Hold	206	–	–	0.01%	303
2024 Q2	$13K	Hold	206	–	–	0.01%	311
2024 Q1	$12K	Hold	206	–	–	0.01%	314
2023 Q4	$11K	Hold	206	–	–	0.01%	325
2023 Q3	$11K	Hold	206	–	–	0.01%	314
2023 Q2	$12K	Hold	206	–	–	0.01%	303
2023 Q1	$12K	Hold	206	–	–	0.01%	293
2022 Q4	$12K	Hold	206	–	–	0.01%	278
2022 Q3	$10K	Hold	206	–	–	0.01%	284
2022 Q2	$11K	Sell	206 -225	-52%	-$11.5K	0.01%	297
2022 Q1	$22K	Hold	431	–	–	0.02%	253
2021 Q4	$26K	Hold	431	–	–	0.03%	235
2021 Q3	$26K	Hold	431	–	–	0.03%	230
2021 Q2	$28K	Hold	431	–	–	0.03%	218
2021 Q1	$27K	Hold	431	–	–	0.02%	223
2020 Q4	$29K	Buy	431 +206	+92%	+$14K	0.02%	229
2020 Q3	$16K	Hold	225	–	–	0.02%	270
2020 Q2	$14K	Hold	225	–	–	0.01%	263
2020 Q1	$13K	Buy	225 +61	+37%	+$3.83K	0.01%	268
2019 Q4	$11K	Sell	164 -48	-23%	-$3.19K	0.01%	314
2019 Q3	$14K	Hold	212	–	–	0.01%	292
2019 Q2	$15K	Hold	212	–	–	0.01%	304
2019 Q1	$14K	Hold	212	–	–	0.01%	299
2018 Q4	$12K	Hold	212	–	–	0.01%	304
2018 Q3	$13K	Hold	212	–	–	0.01%	296
2018 Q2	$13K	Hold	212	–	–	0.01%	302
2018 Q1	$13K	Hold	212	–	–	0.01%	305
2017 Q4	$13K	Buy	+212	New	+$13.4K	0.01%	317

Other funds holding UL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Pin Oak Investment Advisors's UL Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of Unilever (UL) in Q1 2025, closing a stake of 206 shares — an estimated $15K sold.

Pin Oak Investment Advisors first reported a position in UL in Q4 2017 and held it in 29 quarters. The position peaked at $29K in Q4 2020. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Pin Oak Investment Advisors reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 206 Unilever shares in Q1 2025, an estimated $15K.
Pin Oak Investment Advisors first reported a position in Unilever in Q4 2017 and held it in 29 quarters.
Pin Oak Investment Advisors's Unilever position peaked at $29K in Q4 2020.
1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.