UL UNILEVER PLC ADR

Ownership history in CLARK ESTATES INC/NY  ·  24 quarters on record

AI Ownership Summary

CLARK ESTATES INC/NY reported UNILEVER PLC ADR (UL) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.87% in 2024 Q2. The latest visible filing shows UL at 2.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK ESTATES INC/NY's position in UNILEVER PLC ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UL was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLARK ESTATES INC/NY held UL — position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 160,000 -20,000 -11.1% 2.54% $10.5M 2026-02-14 (Est.) $74.03
2025 Q3 UNCHANGED 180,000 0% 2.44% $10.7M 2025-11-10 $67.96
2025 Q2 REDUCED 180,000 -55,000 -23.4% 2.47% $11.0M 2025-08-11 $66.90
2025 Q1 UNCHANGED 235,000 0% 2.96% $14.0M 2025-05-08 $68.17
2024 Q4 UNCHANGED 235,000 0% 2.58% $13.3M 2025-02-06 $62.73
2024 Q3 REDUCED 235,000 -140,000 -37.3% 2.84% $15.3M 2024-11-13 $61.99
2024 Q2 REDUCED 375,000 -25,000 -6.2% 3.87% $20.6M 2024-08-08 $65.31
2024 Q1 UNCHANGED 400,000 0% 3.31% $20.1M 2024-05-07 $55.53
2023 Q4 UNCHANGED 400,000 0% 3.29% $19.4M 2024-02-12 $52.87
2023 Q3 REDUCED 400,000 -125,000 -23.8% 3.60% $19.8M 2023-11-13 $50.00
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CLARK ESTATES INC/NY and UL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK ESTATES INC/NY reported owning UL?

CLARK ESTATES INC/NY reported UL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UL position in CLARK ESTATES INC/NY's portfolio?

The largest reported portfolio weight for UL was 3.87% in 2024 Q2.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q4, when CLARK ESTATES INC/NY reported 160,000 shares, equal to 2.54% of portfolio, with an estimated market value of $10.5M.

What does the chart on this UL ownership page compare?

The chart compares CLARK ESTATES INC/NY's quarterly UL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CLARK ESTATES INC/NY Holdings