West Family Investments’s Unilever UL Stock Holding History

West Family Investments’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
2026 Q1	$478K	Sell	8,395 -2,003	-19%	-$134K	0.17%	113
2025 Q4	$680K	Sell	10,398 -2,332	-18%	-$157K	0.16%	126
2025 Q3	$849K	Buy	12,730 +712	+6%	+$49.1K	0.19%	105
2025 Q2	$827K	Buy	12,018 +3,650	+44%	+$256K	0.22%	99
2025 Q1	$561K	Buy	8,368 +71	+0.9%	+$4.58K	0.21%	95
2024 Q4	$529K	Sell	8,297 -139	-2%	-$9.39K	0.18%	114
2024 Q3	$617K	Buy	8,436 +333	+4%	+$23K	0.21%	102
2024 Q2	$501K	Hold	8,103	–	–	0.15%	110
2024 Q1	$458K	Hold	8,103	–	–	0.14%	119
2023 Q4	$442K	Buy	8,103 +723	+10%	+$39K	0.15%	108
2023 Q3	$410K	Hold	7,380	–	–	0.14%	111
2023 Q2	$433K	Hold	7,380	–	–	0.17%	108
2023 Q1	$431K	Hold	7,380	–	–	0.17%	96
2022 Q4	$418K	Sell	7,380 -274	-4%	-$14.7K	0.14%	116
2022 Q3	$378K	Buy	7,654 +901	+13%	+$47.1K	0.16%	120
2022 Q2	$348K	Buy	+6,753	New	+$344K	0.14%	130
2022 Q1	–	Sell	-13,297	Closed	-$805K	–	351
2021 Q4	$805K	Sell	13,297 -1,219	-8%	-$72.4K	0.23%	84
2021 Q3	$885K	Buy	14,516 +5,457	+60%	+$348K	0.23%	81
2021 Q2	$596K	Buy	+9,059	New	+$602K	0.17%	110

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

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

ClearBridge Investments

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

Fidelity Investments

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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