Waterloo Capital’s Unilever UL Stock Holding History

Waterloo Capital’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	-3,636	Closed	-$266K	–	390
2024 Q3	$266K	Buy	+3,636	New	+$251K	0.03%	310

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waterloo Capital's UL Position: Q4 2024 in Review

Waterloo Capital sold out of Unilever (UL) in Q4 2024, closing a stake of 3,636 shares — an estimated $266K sold.

Waterloo Capital first reported a position in UL in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Waterloo Capital reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Waterloo Capital sold 3,636 Unilever shares in Q4 2024, an estimated $266K.
Waterloo Capital first reported a position in Unilever in Q3 2024 and held it in 1 quarter.
Waterloo Capital's Unilever position peaked at $266K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Waterloo Capital's 13F filing for Q4 2024, filed 13 Feb 2025.