RS Crum Inc’s Unilever UL Stock Holding History

RS Crum Inc’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	$442K	Hold	7,751	–	–	0.09%	65
2025 Q4	$507K	Sell	7,751 -5	-0.1%	-$336	0.1%	57
2025 Q3	$517K	Hold	7,756	–	–	0.12%	54
2025 Q2	$534K	Hold	7,756	–	–	0.13%	50
2025 Q1	$520K	Hold	7,756	–	–	0.14%	49
2024 Q4	$495K	Sell	7,756 -128	-2%	-$8.64K	0.12%	52
2024 Q3	$576K	Sell	7,884 -1	-0%	-$69	0.14%	46
2024 Q2	$488K	Hold	7,885	–	–	0.13%	50
2024 Q1	$445K	Hold	7,885	–	–	0.12%	50
2023 Q4	$430K	Buy	7,885 +1	+0%	+$54	0.13%	48
2023 Q3	$438K	Sell	7,884 -604	-7%	-$34.9K	0.16%	46
2023 Q2	$498K	Hold	8,488	–	–	0.18%	45
2023 Q1	$496K	Sell	8,488 -1,248	-13%	-$70.9K	0.19%	45
2022 Q4	$551K	Sell	9,736 -4,739	-33%	-$254K	0.26%	45
2022 Q3	$714K	Sell	14,475 -1,099	-7%	-$57.4K	0.37%	34
2022 Q2	$803K	Sell	15,574 -847	-5%	-$43.1K	0.41%	31
2022 Q1	$842K	Sell	16,421 -1,583	-9%	-$88.1K	0.48%	30
2021 Q4	$1.09M	Buy	+18,004	New	+$1.07M	0.6%	29

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

Bank of America

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State Farm Mutual Automobile Insurance

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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