FORTE CAPITAL LLC /ADV - UNILEVER PLC ownership

UNILEVER PLC's ticker is UL and the CUSIP is 904767704. A total of 1,047 filers reported holding UNILEVER PLC in Q3 2023. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of UNILEVER PLC
ValueSharesWeighting
Q3 2023$2,146,661
-5.5%
43,455
-0.3%
0.33%
+0.9%
Q2 2023$2,272,598
+108.9%
43,595
+108.1%
0.33%
+96.4%
Q1 2023$1,088,078
+6.5%
20,953
+3.3%
0.17%
-5.1%
Q4 2022$1,021,543
+14.0%
20,289
-0.7%
0.18%
+8.6%
Q3 2022$896,000
-8.1%
20,437
-4.0%
0.16%
-4.7%
Q2 2022$975,000
-23.9%
21,284
-10.7%
0.17%
+4.9%
Q1 2022$1,282,0000.0%23,8410.0%0.16%0.0%
Q4 2021$1,282,000
-4.5%
23,841
-3.7%
0.16%
-11.0%
Q3 2021$1,342,000
-19.2%
24,747
-12.8%
0.18%
-19.5%
Q2 2021$1,660,000
+7.0%
28,382
+2.2%
0.23%
-5.4%
Q1 2021$1,551,000
-12.5%
27,781
-5.4%
0.24%
-12.5%
Q4 2020$1,773,000
-1.2%
29,380
+1.0%
0.27%
-17.5%
Q3 2020$1,794,000
+8.3%
29,091
-3.6%
0.33%
-4.9%
Q2 2020$1,656,000
+7.5%
30,166
-1.0%
0.35%
-34.3%
Q1 2020$1,541,000
+7.9%
30,472
+22.0%
0.53%
+30.9%
Q4 2019$1,428,000
-6.2%
24,985
-1.4%
0.40%
-14.0%
Q3 2019$1,523,000
-3.4%
25,340
-0.3%
0.47%
-6.4%
Q2 2019$1,576,000
+13.1%
25,425
+5.3%
0.50%
+0.2%
Q1 2019$1,393,000
+12.0%
24,135
+1.3%
0.50%
-3.5%
Q4 2018$1,244,000
-4.8%
23,820
+0.2%
0.52%
+10.6%
Q3 2018$1,307,000
-0.5%
23,780
+0.1%
0.47%
-8.6%
Q2 2018$1,314,000
-0.5%
23,766
+0.1%
0.51%
-6.9%
Q1 2018$1,320,000
+39.2%
23,750
+38.6%
0.55%
+95.7%
Q4 2017$948,000
-10.0%
17,140
-5.6%
0.28%
-16.3%
Q3 2017$1,053,000
+2.3%
18,160
-4.5%
0.34%
-0.6%
Q2 2017$1,029,000
+7.2%
19,020
-2.2%
0.34%
+3.4%
Q1 2017$960,000
+34.8%
19,455
+11.2%
0.33%
+23.3%
Q4 2016$712,000
-24.2%
17,495
-11.7%
0.27%
-25.5%
Q3 2016$939,000
-8.4%
19,810
-7.4%
0.36%
-9.8%
Q2 2016$1,025,000
+47.1%
21,385
+38.6%
0.40%
+29.4%
Q1 2016$697,000
+5.1%
15,425
+0.3%
0.31%
+12.5%
Q4 2015$663,000
+5.7%
15,3750.0%0.27%
-5.2%
Q3 2015$627,000
-7.4%
15,375
-2.4%
0.29%
-0.3%
Q2 2015$677,000
-8.0%
15,750
-8.4%
0.29%
-8.9%
Q1 2015$736,000
-16.0%
17,200
-20.5%
0.32%
-17.1%
Q4 2014$876,000
+9.8%
21,640
+13.7%
0.38%
+3.5%
Q3 2014$798,00019,0400.37%
Other shareholders
UNILEVER PLC shareholders Q3 2023
NameSharesValueWeighting ↓
Templeton & Phillips Capital Management, LLC 210,798$10,413,42810.97%
Saratoga Research & Investment Management 2,512,592$124,122,0456.06%
St. James Investment Company, LLC 733,123$36,216,2765.52%
NORTHSTAR ASSET MANAGEMENT INC 317,033$15,661,4305.01%
Windle Wealth, LLC 119,547$5,905,6274.40%
Hamlin Capital Management, LLC 2,319,163$114,566,6523.94%
CORDA Investment Management, LLC. 854,222$42,198,5513.82%
Clean Yield Group 176,697$8,541,5333.79%
CLARK ESTATES INC/NY 400,000$19,760,0003.60%
Euro Pacific Asset Management, LLC 302,700$14,9763.51%
View complete list of UNILEVER PLC shareholders