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Segall Bryant & Hamill’s Unilever UL Stock Holding History

Segall Bryant & Hamill’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
Q3 		– Sell
-25,883
Closed -$1.78M – 642
2025
Q2 		$1.78M Sell
25,883
-168,399
-87% -$11.8M 0.03% 452
2025
Q1 		$13M Sell
194,282
-26,412
-12% -$1.7M 0.2% 156
2024
Q4 		$14.1M Sell
220,694
-128,894
-37% -$8.7M 0.19% 163
2024
Q3 		$25.5M Buy
349,588
+21,864
+7% +$1.51M 0.35% 91
2024
Q2 		$20.3M Buy
327,724
+68,168
+26% +$4.03M 0.36% 90
2024
Q1 		$14.7M Sell
259,556
-100,648
-28% -$5.58M 0.27% 132
2023
Q4 		$19.6M Sell
360,204
-574,360
-61% -$31M 0.38% 90
2023
Q3 		$51.9M Buy
+934,564
New +$54M 0.6% 41
2023
Q2 		– Sell
-1,010,074
Closed -$59M – 735
2023
Q1 		$59M Buy
1,010,074
+4,033
+0.4% +$229K 0.64% 37
2022
Q4 		$57M Buy
1,006,041
+312,397
+45% +$16.7M 0.64% 38
2022
Q3 		$34.2M Buy
693,644
+103,016
+17% +$5.38M 0.41% 68
2022
Q2 		$30.4M Buy
590,628
+550,025
+1,355% +$28M 0.34% 82
2022
Q1 		$2.08M Buy
+40,603
New +$2.26M 0.02% 438
2021
Q4 		– Sell
-42,379
Closed -$2.59M – 748
2021
Q3 		$2.59M Buy
42,379
+1,151
+3% +$73.3K 0.02% 432
2021
Q2 		$2.71M Sell
41,228
-1,466
-3% -$97.5K 0.03% 432
2021
Q1 		$2.68M Sell
42,694
-24,868
-37% -$1.58M 0.03% 436
2020
Q4 		$4.58M Buy
67,562
+53,721
+388% +$3.64M 0.05% 310
2020
Q3 		$961K Buy
+13,841
New +$924K 0.01% 463

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Segall Bryant & Hamill's UL Position: Q3 2025 in Review

Segall Bryant & Hamill sold out of Unilever (UL) in Q3 2025, closing a stake of 25,883 shares — an estimated $1.78M sold.

Segall Bryant & Hamill first reported a position in UL in Q3 2020 and held it in 18 quarters. The position peaked at $59M in Q1 2023. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Segall Bryant & Hamill reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 25,883 Unilever shares in Q3 2025, an estimated $1.78M.
  • Segall Bryant & Hamill first reported a position in Unilever in Q3 2020 and held it in 18 quarters.
  • Segall Bryant & Hamill's Unilever position peaked at $59M in Q1 2023.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Segall Bryant & Hamill's 13F filing for Q3 2025, filed 12 Nov 2025.