UL UNILEVER PLC SPON ADR NEW

Ownership history in Clean Yield Group  ·  30 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in UNILEVER PLC SPON ADR NEW (UL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.98% (2023 Q1)
Avg. % of fund
2.17%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 115,430 -19,528 -14.5% 2.10% $7.5M $64.90
2025 Q3 REDUCED 134,958 -2,034 -1.5% 2.26% $8.0M $65.68
2025 Q2 REDUCED 136,992 -8,466 -5.8% 2.51% $8.4M $67.20
2025 Q1 ADDED 145,458 +955 +0.7% 2.82% $8.7M $64.87
2024 Q4 REDUCED 144,503 -2,503 -1.7% 2.61% $8.2M $61.25
2024 Q3 REDUCED 147,006 -22,507 -13.3% 3.03% $9.5M $69.62
2024 Q2 REDUCED 169,513 -9,021 -5.1% 3.48% $9.3M $58.47
2024 Q1 REDUCED 178,534 -1,133 -0.6% 3.49% $9.0M $52.92
2023 Q4 ADDED 179,667 +2,970 +1.7% 3.67% $8.7M $50.66
2023 Q3 REDUCED 176,697 -1,605 -0.9% 3.79% $8.5M $51.14
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% of Fund (quarterly)    UL price (monthly, adj. close)
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