BerganKDV Wealth Management, LLC - 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
BerganKDV Wealth Management, LLC ownership history of UNILEVER PLC
ValueSharesWeighting
Q2 2023$1,881,638
+2.5%
36,095
+2.1%
0.19%
-0.5%
Q1 2023$1,836,597
+10.8%
35,367
+7.5%
0.19%
+5.0%
Q4 2022$1,657,043
+19.6%
32,910
+4.2%
0.18%
+8.4%
Q3 2022$1,385,000
+3.2%
31,595
+7.9%
0.17%
+7.8%
Q2 2022$1,342,000
+1.5%
29,289
+0.9%
0.15%
+9.2%
Q1 2022$1,322,000
+11.9%
29,016
+32.2%
0.14%
+14.6%
Q4 2021$1,181,000
-16.9%
21,947
-16.3%
0.12%
-23.6%
Q3 2021$1,421,000
-1.9%
26,216
+5.9%
0.16%
-6.4%
Q2 2021$1,448,000
+6.1%
24,758
+1.2%
0.17%
-1.7%
Q1 2021$1,365,000
+8431.2%
24,458
+8958.5%
0.18%
+8650.0%
Q4 2020$16,000
-5.9%
2700.0%0.00%
-33.3%
Q3 2020$17,000
+13.3%
2700.0%0.00%0.0%
Q2 2020$15,000
+200.0%
270
+159.6%
0.00%
+200.0%
Q1 2020$5,000
-88.9%
104
-85.6%
0.00%
-88.9%
Q2 2019$45,000
+7.1%
7200.0%0.01%0.0%
Q1 2019$42,000
+10.5%
7200.0%0.01%0.0%
Q4 2018$38,000
-5.0%
7200.0%0.01%0.0%
Q3 2018$40,0000.0%7200.0%0.01%0.0%
Q2 2018$40,0007200.01%
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