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Sapient Capital’s Unilever UL Stock Holding History

Sapient Capital’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
Q3 		– Sell
-5,927
Closed -$367K – 400
2024
Q2 		$367K Sell
5,927
-4,756
-45% -$281K 0.01% 260
2024
Q1 		$603K Sell
10,683
-3,703
-26% -$205K 0.01% 227
2023
Q4 		$785K Buy
+14,386
New +$776K 0.02% 195

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sapient Capital's UL Position: Q3 2024 in Review

Sapient Capital sold out of Unilever (UL) in Q3 2024, closing a stake of 5,927 shares — an estimated $367K sold.

Sapient Capital first reported a position in UL in Q4 2023 and held it in 3 quarters. The position peaked at $785K in Q4 2023. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Sapient Capital reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Sapient Capital sold 5,927 Unilever shares in Q3 2024, an estimated $367K.
  • Sapient Capital first reported a position in Unilever in Q4 2023 and held it in 3 quarters.
  • Sapient Capital's Unilever position peaked at $785K in Q4 2023.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Sapient Capital's 13F filing for Q3 2024, filed 11 Oct 2024.