SL Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,302
| Closed | -$168K | – | 47 |
|
|
2024
Q3 | $168K | Buy |
+2,302
| New | +$159K | 0.3% | 40 |
|
|
2023
Q3 | – | Sell |
-3,500
| Closed | -$205K | – | 50 |
|
|
2023
Q2 | $205K | Hold |
3,500
| – | – | 0.46% | 45 |
|
|
2023
Q1 | $205K | Sell |
3,500
-175
| -5% | -$9.94K | 0.44% | 49 |
|
|
2022
Q4 | $208K | Buy |
+3,675
| New | +$197K | 0.46% | 50 |
|
|
2022
Q1 | – | Sell |
-3,904
| Closed | -$236K | – | 47 |
|
|
2021
Q4 | $236K | Sell |
3,904
-405
| -9% | -$24.1K | 0.58% | 43 |
|
|
2021
Q3 | $263K | Hold |
4,309
| – | – | 0.66% | 42 |
|
|
2021
Q2 | $284K | Sell |
4,309
-40
| -0.9% | -$2.66K | 0.72% | 43 |
|
|
2021
Q1 | $273K | Sell |
4,349
-734
| -14% | -$46.7K | 0.82% | 44 |
|
|
2020
Q4 | $345K | Sell |
5,083
-448
| -8% | -$30.4K | 1.12% | 35 |
|
|
2020
Q3 | $384K | Buy |
5,531
+1,086
| +24% | +$72.5K | 1.4% | 29 |
|
|
2020
Q2 | $274K | Sell |
4,445
-258
| -5% | -$15.4K | 1.04% | 33 |
|
|
2020
Q1 | $268K | Sell |
4,703
-109
| -2% | -$6.84K | 1.17% | 31 |
|
|
2019
Q4 | $309K | Sell |
4,812
-48
| -1% | -$3.19K | 0.76% | 44 |
|
|
2019
Q3 | $329K | Sell |
4,860
-903
| -16% | -$62.6K | 0.63% | 46 |
|
|
2019
Q2 | $402K | Buy |
5,763
+102
| +2% | +$6.92K | 0.7% | 46 |
|
|
2019
Q1 | $367K | Sell |
5,661
-364
| -6% | -$22.2K | 0.57% | 48 |
|
|
2018
Q4 | $354K | Hold |
6,025
| – | – | 0.73% | 46 |
|
|
2018
Q3 | $372K | Buy |
6,025
+859
| +17% | +$54.2K | 0.68% | 44 |
|
|
2018
Q2 | $321K | Sell |
5,166
-4,844
| -48% | -$301K | 0.72% | 45 |
|
|
2018
Q1 | $626K | Sell |
10,010
-945
| -9% | -$57.5K | 1.25% | 35 |
|
|
2017
Q4 | $682K | Buy |
10,955
+55
| +0.5% | +$3.48K | 1.16% | 38 |
|
|
2017
Q3 | $711K | Sell |
10,900
-2
| -0% | -$129 | 0.32% | 42 |
|
|
2017
Q2 | $664K | Buy |
10,902
+242
| +2% | +$14.4K | 0.34% | 46 |
|
|
2017
Q1 | $592K | Sell |
10,660
-311
| -3% | -$15.7K | 0.34% | 47 |
|
|
2016
Q4 | $502K | Buy |
10,971
+84
| +0.8% | +$3.92K | 0.34% | 49 |
|
|
2016
Q3 | $573K | Sell |
10,887
-1,772
| -14% | -$93.6K | 0.46% | 51 |
|
|
2016
Q2 | $682K | Buy |
+12,659
| New | +$650K | 0.63% | 49 |
|
Other funds holding UL
SL Advisors's UL Position: Q4 2024 in Review
SL Advisors sold out of Unilever (UL) in Q4 2024, closing a stake of 2,302 shares — an estimated $168K sold.
SL Advisors first reported a position in UL in Q2 2016 and held it in 27 quarters. The position peaked at $711K in Q3 2017. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.
- SL Advisors reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
- SL Advisors sold 2,302 Unilever shares in Q4 2024, an estimated $168K.
- SL Advisors first reported a position in Unilever in Q2 2016 and held it in 27 quarters.
- SL Advisors's Unilever position peaked at $711K in Q3 2017.
- 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.
Based on SL Advisors's 13F filing for Q4 2024, filed 8 Jan 2025.