West Paces Advisors’s Unilever UL Stock Holding History

West Paces Advisors’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	-2,222	Closed	-$142K	–	586
2024 Q4	$142K	Sell	2,222 -178	-7%	-$12K	0.03%	167
2024 Q3	$175K	Buy	2,400 +2,222	+1,248%	+$154K	0.04%	151
2024 Q2	$11K	Buy	+178	New	+$10.5K	﹤0.01%	341
2021 Q4	–	Sell	-76	Closed	-$4.61K	–	630
2021 Q3	$4.61K	Sell	76 -328	-81%	-$20.9K	﹤0.01%	427
2021 Q2	$26.6K	Buy	404 +75	+23%	+$4.99K	0.01%	261
2021 Q1	$20.7K	Hold	329	–	–	0.01%	266
2020 Q4	$22.3K	Buy	+329	New	+$22.3K	0.01%	243
2019 Q1	–	Sell	-307	Closed	-$18K	–	486
2018 Q4	$18K	Hold	307	–	–	0.01%	253
2018 Q3	$19K	Hold	307	–	–	0.01%	261
2018 Q2	$19.1K	Hold	307	–	–	0.01%	260
2018 Q1	$19.2K	Hold	307	–	–	0.01%	246
2017 Q4	$19.1K	Sell	307 -89	-22%	-$5.64K	0.01%	267
2017 Q3	$25.8K	Sell	396 -26	-6%	-$1.67K	0.02%	239
2017 Q2	$25.7K	Sell	422 -178	-30%	-$10.6K	0.02%	233
2017 Q1	$33.3K	Sell	600 -351	-37%	-$17.8K	0.03%	204
2016 Q4	$43.5K	Buy	+951	New	+$44.3K	0.04%	188

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

West Paces Advisors's UL Position: Q1 2025 in Review

West Paces Advisors sold out of Unilever (UL) in Q1 2025, closing a stake of 2,222 shares — an estimated $142K sold.

West Paces Advisors first reported a position in UL in Q4 2016 and held it in 16 quarters. The position peaked at $175K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold UL as of Q1 2025.

West Paces Advisors reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
West Paces Advisors sold 2,222 Unilever shares in Q1 2025, an estimated $142K.
West Paces Advisors first reported a position in Unilever in Q4 2016 and held it in 16 quarters.
West Paces Advisors's Unilever position peaked at $175K in Q3 2024.
1,178 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on West Paces Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.