River Street Advisors’s Unilever UL Stock Holding History

River Street 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
2024 Q4	–	Sell	-12,687	Closed	-$927K	–	150
2024 Q3	$927K	Sell	12,687 -197	-2%	-$13.6K	0.5%	61
2024 Q2	$797K	Sell	12,884 -78	-0.6%	-$4.61K	0.49%	59
2024 Q1	$732K	Sell	12,962 -82	-0.6%	-$4.54K	0.49%	63
2023 Q4	$711K	Buy	13,044 +459	+4%	+$24.8K	0.57%	53
2023 Q3	$699K	Buy	12,585 +249	+2%	+$14.4K	0.66%	47
2023 Q2	$723K	Sell	12,336 -420	-3%	-$24.9K	0.69%	48
2023 Q1	$745K	Buy	12,756 +169	+1%	+$9.6K	0.73%	46
2022 Q4	$713K	Buy	+12,587	New	+$674K	0.76%	46

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

River Street Advisors's UL Position: Q4 2024 in Review

River Street Advisors sold out of Unilever (UL) in Q4 2024, closing a stake of 12,687 shares — an estimated $927K sold.

River Street Advisors first reported a position in UL in Q4 2022 and held it in 8 quarters. The position peaked at $927K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

River Street Advisors reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
River Street Advisors sold 12,687 Unilever shares in Q4 2024, an estimated $927K.
River Street Advisors first reported a position in Unilever in Q4 2022 and held it in 8 quarters.
River Street Advisors's Unilever position peaked at $927K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on River Street Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.