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StoneX Group’s Unilever UL Stock Holding History

StoneX Group’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
Q4 		– Sell
-4,494
Closed -$328K – 918
2024
Q3 		$328K Buy
+4,494
New +$311K 0.15% 187
2023
Q3 		– Sell
-5,325
Closed -$312K – 467
2023
Q2 		$312K Buy
+5,325
New +$316K 0.18% 170
2021
Q2 		– Sell
-4,058
Closed -$255K – 493
2021
Q1 		$255K Buy
+4,058
New +$258K 0.05% 344

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

StoneX Group's UL Position: Q4 2024 in Review

StoneX Group sold out of Unilever (UL) in Q4 2024, closing a stake of 4,494 shares — an estimated $328K sold.

StoneX Group first reported a position in UL in Q1 2021 and held it in 3 quarters. The position peaked at $328K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • StoneX Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 4,494 Unilever shares in Q4 2024, an estimated $328K.
  • StoneX Group first reported a position in Unilever in Q1 2021 and held it in 3 quarters.
  • StoneX Group's Unilever position peaked at $328K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.