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Pine Valley Investments’s Unilever UL Stock Holding History

Pine Valley Investments’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
-3,376
Closed -$215K – 588
2024
Q4 		$215K Hold
3,376
– – 0.01% 484
2024
Q3 		$247K Buy
3,376
+86
+3% +$5.95K 0.01% 447
2024
Q2 		$204K Buy
+3,290
New +$194K 0.01% 461
2024
Q1 		– Sell
-3,864
Closed -$211K – 530
2023
Q4 		$211K Buy
3,864
+37
+1% +$2K 0.02% 453
2023
Q3 		$213K Sell
3,827
-1,115
-23% -$64.4K 0.02% 422
2023
Q2 		$290K Buy
+4,942
New +$293K 0.03% 324

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State Farm Mutual Automobile Insurance
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pine Valley Investments's UL Position: Q1 2025 in Review

Pine Valley Investments sold out of Unilever (UL) in Q1 2025, closing a stake of 3,376 shares — an estimated $215K sold.

Pine Valley Investments first reported a position in UL in Q2 2023 and held it in 6 quarters. The position peaked at $290K in Q2 2023. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Pine Valley Investments reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Pine Valley Investments sold 3,376 Unilever shares in Q1 2025, an estimated $215K.
  • Pine Valley Investments first reported a position in Unilever in Q2 2023 and held it in 6 quarters.
  • Pine Valley Investments's Unilever position peaked at $290K in Q2 2023.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Pine Valley Investments's 13F filing for Q1 2025, filed 17 Feb 2026.