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SpiderRock Advisors’s Unilever UL Stock Holding History

SpiderRock 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
2024
Q3 		$2.73M Buy
37,309
+7,209
+24% +$498K 0.04% 255
2024
Q2 		$1.86M Sell
30,100
-15,346
-34% -$907K 0.04% 286
2024
Q1 		$2.48M Buy
+45,446
New +$2.52M 0.06% 221

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SpiderRock Advisors's UL Position: Q3 2024 in Review

SpiderRock Advisors increased its Unilever (UL) stake by 24% in Q3 2024, buying an estimated $498K and bringing the position to 37,309 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #255.

SpiderRock Advisors first reported a position in UL in Q1 2024 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • SpiderRock Advisors held 37,309 shares of Unilever worth $2.73M as of Q3 2024.
  • SpiderRock Advisors bought 7,209 Unilever shares in Q3 2024, an estimated $498K.
  • Unilever made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #255 holding.
  • SpiderRock Advisors first reported a position in Unilever in Q1 2024 and has held it in 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.