UL β€” UNILEVER PLC

Ownership history in Bridgewater Advisors Inc.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Bridgewater Advisors Inc. reported a position in UNILEVER PLC (UL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.21% (2022 Q3)
πŸ“Š Avg. % of fund
0.11%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Bridgewater Advisors Inc. Γ— UL AI Analytics

πŸ“‰ Bridgewater Advisors Inc. underperformed the S&P 500 by –6.9% annually on this UL position. Timing score: 33% (2/6 decisions correct). Average cost basis: $46.49. Maximum drawdown during holding period: –12.0%.

πŸ“ˆ Position Alpha vs SPY
-6.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.9% ann.
5 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct

πŸ’° Entry Quality
$46.49
+41.3% vs current ($65.68)

Best entry: $43.80 (2022 Q3)  Β·  Worst: $69.62 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–12.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 16,400 -599 -3.5% 0.07% $999K $65.68
2025 Q2 ADDED 16,999 +380 +2.3% 0.08% $1.0M $67.20
2025 Q1 REDUCED 16,619 -2,162 -11.5% 0.09% $1.0M $64.87
2024 Q4 ADDED 18,781 +2,199 +13.3% 0.11% $1.0M $61.25
2024 Q3 ADDED 16,582 +262 +1.6% 0.11% $1.0M $69.62
2024 Q2 REDUCED 16,320 -956 -5.5% 0.12% $964K $58.47
2022 Q3 INITIATED 17,276 β€” β€” 0.21% $757K $43.80

🏒 Other funds also holding UL

As of 2025 Q4 β€” sorted by position size

Saratoga Research & Investment Management 3Y 7Y 6.35% St. James Investment Company, LLC 3Y 7Y 5.94% Hamlin Capital Management, LLC 3Y 7Y 3.65% Windle Wealth, LLC 3Y 3.55% Tevis Investment Management 3Y 3.5% Slocum, Gordon & Co LLP 3.1% NORTHSTAR ASSET MANAGEMENT INC 3Y 2.96% Martin Capital Partners, LLC 3Y 7Y 2.58% Eldred Rock Partners, LLC 2.48% EQUITY INVESTMENT CORP 3Y 7Y 2.43%
← Back to Bridgewater Advisors Inc. Holdings