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Seven Mile Advisory’s Unilever UL Stock Holding History

Seven Mile Advisory’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 		– Sell
-4,495
Closed -$287K – 180
2024
Q4 		$287K Buy
4,495
+299
+7% +$20.2K 0.18% 106
2024
Q3 		$307K Buy
4,196
+213
+5% +$14.7K 0.2% 102
2024
Q2 		$246K Buy
+3,983
New +$235K 0.18% 119
2023
Q4 		– Sell
-3,673
Closed -$204K – 156
2023
Q3 		$204K Sell
3,673
-147
-4% -$8.5K 0.21% 113
2023
Q2 		$224K Buy
+3,820
New +$227K 0.26% 92

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

Seven Mile Advisory's UL Position: Q1 2025 in Review

Seven Mile Advisory sold out of Unilever (UL) in Q1 2025, closing a stake of 4,495 shares — an estimated $287K sold.

Seven Mile Advisory first reported a position in UL in Q2 2023 and held it in 5 quarters. The position peaked at $307K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Seven Mile Advisory reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Seven Mile Advisory sold 4,495 Unilever shares in Q1 2025, an estimated $287K.
  • Seven Mile Advisory first reported a position in Unilever in Q2 2023 and held it in 5 quarters.
  • Seven Mile Advisory's Unilever position peaked at $307K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Seven Mile Advisory's 13F filing for Q1 2025, filed 13 May 2025.