Sanibel Captiva Trust Company’s Unilever UL Stock Holding History

Sanibel Captiva Trust Company’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 Q4	–	Sell	-36,264	Closed	-$2.42M	–	422
2025 Q3	$2.42M	Hold	36,264	–	–	0.07%	165
2025 Q2	$2.5M	Sell	36,264 -273	-0.7%	-$19.2K	0.08%	158
2025 Q1	$2.45M	Sell	36,537 -985	-3%	-$63.5K	0.08%	154
2024 Q4	$2.39M	Hold	37,522	–	–	0.08%	153
2024 Q3	$2.74M	Sell	37,522 -1,099	-3%	-$76K	0.09%	146
2024 Q2	$2.39M	Sell	38,621 -1,279	-3%	-$75.6K	0.08%	149
2024 Q1	$2.25M	Sell	39,900 -5,894	-13%	-$327K	0.08%	144
2023 Q4	$2.5M	Buy	+45,794	New	+$2.47M	0.09%	136

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sanibel Captiva Trust Company's UL Position: Q4 2025 in Review

Sanibel Captiva Trust Company sold out of Unilever (UL) in Q4 2025, closing a stake of 36,264 shares — an estimated $2.42M sold.

Sanibel Captiva Trust Company first reported a position in UL in Q4 2023 and held it in 8 quarters. The position peaked at $2.74M in Q3 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Sanibel Captiva Trust Company reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Sanibel Captiva Trust Company sold 36,264 Unilever shares in Q4 2025, an estimated $2.42M.
Sanibel Captiva Trust Company first reported a position in Unilever in Q4 2023 and held it in 8 quarters.
Sanibel Captiva Trust Company's Unilever position peaked at $2.74M in Q3 2024.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Sanibel Captiva Trust Company's 13F filing for Q4 2025, filed 20 Jan 2026.