Wintrust Investments’s Unilever UL Stock Holding History

Wintrust 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
2024 Q4	–	Sell	-310	Closed	-$22K	–	508
2024 Q3	$22K	Sell	310 -2,959	-91%	-$205K	0.02%	468
2024 Q2	$202K	Buy	+3,269	New	+$193K	0.02%	453
2024 Q1	–	Sell	-4,505	Closed	-$246K	–	484
2023 Q4	$246K	Buy	4,505 +7	+0.2%	+$378	0.02%	381
2023 Q3	$250K	Buy	4,498 +3	+0.1%	+$173	0.03%	353
2023 Q2	$264K	Buy	4,495 +48	+1%	+$2.85K	0.03%	360
2023 Q1	$260K	Buy	4,447 +2	+0%	+$114	0.03%	293
2022 Q4	$252K	Buy	+4,445	New	+$238K	0.03%	314

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

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

Wintrust Investments's UL Position: Q4 2024 in Review

Wintrust Investments sold out of Unilever (UL) in Q4 2024, closing a stake of 310 shares — an estimated $22K sold.

Wintrust Investments first reported a position in UL in Q4 2022 and held it in 7 quarters. The position peaked at $264K in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.

Wintrust Investments reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 310 Unilever shares in Q4 2024, an estimated $22K.
Wintrust Investments first reported a position in Unilever in Q4 2022 and held it in 7 quarters.
Wintrust Investments's Unilever position peaked at $264K in Q2 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.