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WCM Investment Management’s
Unilever
UL
Stock Holding History
WCM Investment Management’s Portfolio
UL Stock Details
UL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-69,875
Closed
-$4.65M
–
284
2025
Q1
$4.65M
Sell
69,875
-2,403
-3%
-$155K
0.01%
173
2024
Q4
$4.62M
Buy
72,278
+45,149
+166%
+$3.05M
0.01%
183
2024
Q3
$2M
Buy
27,129
+19,059
+236%
+$1.32M
﹤0.01%
202
2024
Q2
$503K
Buy
8,070
+3,475
+76%
+$205K
﹤0.01%
229
2024
Q1
$259K
Buy
4,595
+619
+16%
+$34.3K
﹤0.01%
232
2023
Q4
$217K
Buy
+3,976
New
+$215K
﹤0.01%
236
2023
Q2
–
Sell
-8,229
Closed
-$481K
–
227
2023
Q1
$481K
Buy
8,229
+102
+1%
+$5.79K
﹤0.01%
204
2022
Q4
$460K
Buy
+8,127
New
+$435K
﹤0.01%
207
2022
Q2
–
Sell
-4,134
Closed
-$212K
–
210
2022
Q1
$212K
Buy
+4,134
New
+$230K
﹤0.01%
200
2015
Q4
–
Sell
-4,907
Closed
-$225K
–
111
2015
Q3
$225K
Sell
4,907
-2,213
-31%
-$106K
0.01%
106
2015
Q2
$344K
Hold
7,120
–
–
0.01%
108
2015
Q1
$334K
Sell
7,120
-564
-7%
-$27K
0.01%
135
2014
Q4
$350K
Sell
7,684
-165
-2%
-$7.57K
0.01%
110
2014
Q3
$370K
Sell
7,849
-147
-2%
-$7.26K
0.01%
108
2014
Q2
$408K
Buy
7,996
+89
+1%
+$4.46K
0.01%
128
2014
Q1
$381K
Buy
7,907
+111
+1%
+$5.01K
0.01%
126
2013
Q4
$361K
Hold
7,796
–
–
0.01%
121
2013
Q3
$338K
Buy
+7,796
New
+$354K
0.02%
117
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$535B AUM
26.23%
1-Year Est. Return
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$295B AUM
31.6%
1-Year Est. Return
GQG Partners
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$63.1B AUM
23.07%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Farm Mutual Automobile Insurance
Bloomington, Illinois
$127B AUM
32.55%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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