YDMI
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Y.D. More Investments’s Unilever UL Stock Holding History

Y.D. More 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
2025
Q1 		– Sell
-240
Closed -$15.3K – 493
2024
Q4 		$15.3K Buy
+240
New +$16.2K ﹤0.01% 354
2023
Q1 		– Sell
-178
Closed -$10.1K – 424
2022
Q4 		$10.1K Buy
+178
New +$9.53K ﹤0.01% 345

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Y.D. More Investments's UL Position: Q1 2025 in Review

Y.D. More Investments sold out of Unilever (UL) in Q1 2025, closing a stake of 240 shares — an estimated $15.3K sold.

Y.D. More Investments first reported a position in UL in Q4 2022 and held it in 2 quarters. The position peaked at $15.3K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Y.D. More Investments reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Y.D. More Investments sold 240 Unilever shares in Q1 2025, an estimated $15.3K.
  • Y.D. More Investments first reported a position in Unilever in Q4 2022 and held it in 2 quarters.
  • Y.D. More Investments's Unilever position peaked at $15.3K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.