Searle & Co’s Unilever UL Stock Holding History

Searle & Co’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	$380K	Hold	6,666	–	–	0.1%	145
2025 Q4	$436K	Sell	6,666 -1	-0%	-$67	0.11%	121
2025 Q3	$445K	Hold	6,667	–	–	0.12%	126
2025 Q2	$459K	Hold	6,667	–	–	0.13%	115
2025 Q1	$447K	Hold	6,667	–	–	0.13%	111
2024 Q4	$425K	Hold	6,667	–	–	0.12%	117
2024 Q3	$487K	Hold	6,667	–	–	0.12%	107
2024 Q2	$412K	Hold	6,667	–	–	0.1%	122
2024 Q1	$376K	Hold	6,667	–	–	0.1%	118
2023 Q4	$364K	Buy	6,667 +445	+7%	+$24K	0.1%	117
2023 Q3	$346K	Hold	6,222	–	–	0.12%	111
2023 Q2	$376K	Hold	6,222	–	–	0.12%	112
2023 Q1	$389K	Hold	6,222	–	–	0.13%	112
2022 Q4	$352K	Hold	6,222	–	–	0.12%	115
2022 Q3	$307K	Hold	6,222	–	–	0.12%	122
2022 Q2	$321K	Hold	6,222	–	–	0.13%	124
2022 Q1	$319K	Hold	6,222	–	–	0.12%	127
2021 Q4	$377K	Hold	6,222	–	–	0.14%	120
2021 Q3	$380K	Hold	6,222	–	–	0.16%	108
2021 Q2	$410K	Hold	6,222	–	–	0.17%	102
2021 Q1	$391K	Hold	6,222	–	–	0.17%	102
2020 Q4	$423K	Buy	+6,222	New	+$422K	0.2%	88

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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