SIA
UL icon

Schechter Investment Advisors’s Unilever UL Stock Holding History

Schechter Investment 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
2025
Q1 		$1.66M Sell
24,823
-1,601
-6% -$103K 0.14% 147
2024
Q4 		$1.69M Sell
26,424
-815
-3% -$55K 0.13% 151
2024
Q3 		$1.99M Buy
27,239
+285
+1% +$19.7K 0.15% 137
2024
Q2 		$1.67M Sell
26,954
-7,432
-22% -$439K 0.13% 155
2024
Q1 		$1.94M Buy
34,386
+5,934
+21% +$329K 0.15% 126
2023
Q4 		$1.55M Sell
28,452
-764
-3% -$41.2K 0.13% 150
2023
Q3 		$1.62M Buy
29,216
+25
+0.1% +$1.45K 0.16% 132
2023
Q2 		$1.71M Buy
29,191
+1,093
+4% +$64.9K 0.15% 136
2023
Q1 		$1.64M Sell
28,098
-1,350
-5% -$76.7K 0.15% 154
2022
Q4 		$1.67M Buy
29,448
+3,503
+14% +$187K 0.15% 151
2022
Q3 		$1.28M Sell
25,945
-2,475
-9% -$129K 0.13% 213
2022
Q2 		$1.47M Buy
28,420
+4,368
+18% +$222K 0.14% 167
2022
Q1 		$1.23M Buy
24,052
+7,623
+46% +$424K 0.11% 231
2021
Q4 		$995K Buy
+16,429
New +$976K 0.09% 305

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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

Schechter Investment Advisors's UL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Unilever (UL) stake by 6.1% in Q1 2025, selling an estimated $103K and leaving 24,823 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #147.

Schechter Investment Advisors first reported a position in UL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.99M in Q3 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Schechter Investment Advisors held 24,823 shares of Unilever worth $1.66M as of Q1 2025.
  • Schechter Investment Advisors sold 1,601 Unilever shares in Q1 2025, an estimated $103K.
  • Unilever made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #147 holding.
  • Schechter Investment Advisors first reported a position in Unilever in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Unilever position peaked at $1.99M in Q3 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.