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Synergy Asset Management’s Unilever UL Stock Holding History

Synergy Asset Management’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
-248
Closed -$18.1K – 793
2024
Q4 		$18.1K Buy
+248
New +$16.7K ﹤0.01% 378

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Synergy Asset Management's UL Position: Q1 2025 in Review

Synergy Asset Management sold out of Unilever (UL) in Q1 2025, closing a stake of 248 shares — an estimated $18.1K sold.

Synergy Asset Management first reported a position in UL in Q4 2024 and held it in 1 quarter. The position peaked at $18.1K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Synergy Asset Management reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 248 Unilever shares in Q1 2025, an estimated $18.1K.
  • Synergy Asset Management first reported a position in Unilever in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Unilever position peaked at $18.1K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.