Washington Trust Bank’s Unilever UL Stock Holding History

Washington Trust Bank’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 Q2	–	Sell	-3,911	Closed	-$262K	–	219
2025 Q1	$262K	Buy	+3,911	New	+$252K	0.03%	176
2016 Q2	–	Sell	-267	Closed	-$14K	–	867
2016 Q1	$14K	Hold	267	–	–	﹤0.01%	552
2015 Q4	$13K	Hold	267	–	–	﹤0.01%	574
2015 Q3	$12K	Hold	267	–	–	﹤0.01%	599
2015 Q2	$13K	Buy	+267	New	+$13.2K	﹤0.01%	635
2014 Q4	–	Sell	-444	Closed	-$21K	–	878
2014 Q3	$21K	Hold	444	–	–	0.01%	593
2014 Q2	$23K	Hold	444	–	–	﹤0.01%	600
2014 Q1	$21K	Buy	+444	New	+$20K	﹤0.01%	605

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return