Mount Yale Investment Advisors, LLC - 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
Mount Yale Investment Advisors, LLC ownership history of UNILEVER PLC
ValueSharesWeighting
Q3 2023$1,337,499
-2.9%
27,075
+2.5%
0.14%
-0.7%
Q2 2023$1,376,985
-2.3%
26,414
-2.7%
0.15%
-7.6%
Q1 2023$1,409,335
+7.8%
27,139
+4.5%
0.16%
+6.8%
Q4 2022$1,306,984
+16.9%
25,958
+1.8%
0.15%0.0%
Q3 2022$1,118,000
+28.8%
25,501
+34.6%
0.15%
+35.8%
Q2 2022$868,000
+23.8%
18,944
+23.1%
0.11%
+43.4%
Q1 2022$701,000
+6.5%
15,388
+25.8%
0.08%
+11.8%
Q4 2021$658,000
+7.5%
12,230
+8.4%
0.07%
-2.9%
Q3 2021$612,000
+73.4%
11,280
+91.2%
0.07%
+14.8%
Q4 2019$353,000
-34.0%
5,899
-36.4%
0.06%
-39.0%
Q1 2019$535,000
+514.9%
9,272
+474.5%
0.10%
+566.7%
Q3 2018$87,000
+42.6%
1,614
+45.1%
0.02%
+25.0%
Q2 2018$61,000
+27.1%
1,112
+28.6%
0.01%
+20.0%
Q1 2018$48,0008650.01%
Other shareholders
UNILEVER PLC shareholders Q3 2023
NameSharesValueWeighting ↓
Templeton & Phillips Capital Management, LLC 210,749$10,986,32411.66%
Saratoga Research & Investment Management 2,221,902$115,827,7515.34%
St. James Investment Company, LLC 658,584$34,331,9834.99%
NORTHSTAR ASSET MANAGEMENT INC 316,593$16,503,9934.86%
CLARK ESTATES INC/NY 525,000$27,368,2504.61%
Windle Wealth, LLC 116,445$6,070,2954.38%
Clean Yield Group 178,302$9,294,8833.83%
Hamlin Capital Management, LLC 2,177,862$113,531,9463.80%
Main Street Research LLC 439,222$22,896,6433.65%
Euro Pacific Asset Management, LLC 307,269$15,8883.47%
View complete list of UNILEVER PLC shareholders