BEACON INVESTMENT ADVISORY SERVICES, INC. - UNILEVER PLC ownership

UNILEVER PLC's ticker is UL and the CUSIP is 904767704. A total of 1,041 filers reported holding UNILEVER PLC in Q4 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of UNILEVER PLC
ValueSharesWeighting
Q3 2023$303,316
-50.2%
6,140
-47.4%
0.02%
-46.4%
Q2 2023$608,879
+3.5%
11,680
+3.1%
0.03%
-3.4%
Q1 2023$588,367
+3.1%
11,3300.0%0.03%0.0%
Q4 2022$570,466
+14.8%
11,3300.0%0.03%
+7.4%
Q3 2022$497,000
-4.2%
11,3300.0%0.03%0.0%
Q2 2022$519,000
-18.8%
11,330
-19.2%
0.03%0.0%
Q1 2022$639,000
-15.4%
14,0300.0%0.03%
-6.9%
Q4 2021$755,000
-0.8%
14,0300.0%0.03%
-9.4%
Q3 2021$761,000
-48.3%
14,030
-44.2%
0.03%
-46.7%
Q2 2021$1,471,000
-1.5%
25,150
-6.0%
0.06%
-7.7%
Q1 2021$1,493,000
-8.4%
26,748
-0.9%
0.06%
-13.3%
Q4 2020$1,630,000
+14.4%
26,998
+16.8%
0.08%
+1.4%
Q3 2020$1,425,000
+12.4%
23,1100.0%0.07%
+2.8%
Q2 2020$1,268,000
+2.3%
23,110
-5.7%
0.07%
-17.2%
Q1 2020$1,240,000
-17.6%
24,515
-6.8%
0.09%
+8.8%
Q4 2019$1,504,000
+90.1%
26,300
+92.0%
0.08%
-4.8%
Q1 2019$791,000
+10.5%
13,7000.0%0.08%
+6.3%
Q4 2018$716,000
-4.9%
13,7000.0%0.08%
+8.2%
Q3 2018$753,000
-1.1%
13,700
-0.4%
0.07%
-5.2%
Q2 2018$761,0000.0%13,758
+0.4%
0.08%
-2.5%
Q1 2018$761,000
+0.4%
13,7000.0%0.08%
-1.2%
Q4 2017$758,000
-4.5%
13,7000.0%0.08%
+17.6%
Q3 2017$794,00013,7000.07%
Other shareholders
UNILEVER PLC shareholders Q4 2020
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 104,550$6,116,0007.45%
Gabalex Capital Management LLC 200,000$11,700,0005.50%
Gardner Russo & Gardner 9,734,425$569,464,0004.81%
America First Investment Advisors, LLC 270,135$15,803,0004.63%
Sather Financial Group Inc 703,162$41,135,0004.32%
St. James Investment Company, LLC 559,910$32,755,0003.90%
NORTHSTAR ASSET MANAGEMENT INC 235,577$13,781,2553.68%
Saratoga Research & Investment Management 1,277,417$74,729,0003.52%
EASTERLY INVESTMENT PARTNERS LLC 503,718$29,468,0003.46%
ZEVIN ASSET MANAGEMENT LLC 293,230$17,154,0003.41%
View complete list of UNILEVER PLC shareholders