Geneos Wealth Management Inc. - UNILEVER PLC ownership

UNILEVER PLC's ticker is UL and the CUSIP is 904767704. A total of 21 filers reported holding UNILEVER PLC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of UNILEVER PLC
ValueSharesWeighting
Q3 2023$308,911
-4.5%
6,253
+0.7%
0.02%
-5.9%
Q2 2023$323,615
+25.4%
6,208
+24.9%
0.02%
+6.2%
Q1 2023$258,062
-40.0%
4,969
-41.8%
0.02%
-38.5%
Q4 2022$429,752
+40.0%
8,535
+21.8%
0.03%
+23.8%
Q3 2022$307,000
-43.7%
7,005
-40.6%
0.02%
-22.2%
Q2 2022$545,000
+0.7%
11,784
-0.8%
0.03%
+17.4%
Q1 2022$541,000
-10.7%
11,883
+5.5%
0.02%0.0%
Q4 2021$606,000
+0.5%
11,266
+1.2%
0.02%0.0%
Q3 2021$603,000
-6.2%
11,128
+2.0%
0.02%
-8.0%
Q2 2021$643,000
-3.2%
10,911
-3.6%
0.02%
+31.6%
Q1 2021$664,000
+22.5%
11,324
+8.2%
0.02%
-13.6%
Q4 2020$542,000
+61.3%
10,463
+89.3%
0.02%
+29.4%
Q3 2020$336,000
+8.4%
5,527
-0.1%
0.02%0.0%
Q2 2020$310,000
+14.8%
5,532
+0.5%
0.02%
-5.6%
Q1 2020$270,000
-8.5%
5,502
+7.4%
0.02%
+12.5%
Q4 2019$295,000
+1.0%
5,125
+5.9%
0.02%
-5.9%
Q3 2019$292,000
-14.1%
4,839
-10.6%
0.02%
-19.0%
Q2 2019$340,000
+7.9%
5,412
-1.0%
0.02%0.0%
Q1 2019$315,000
+26.0%
5,464
+13.3%
0.02%
+16.7%
Q4 2018$250,000
-3.5%
4,824
+2.0%
0.02%
+5.9%
Q3 2018$259,000
-9.4%
4,728
-8.8%
0.02%
-22.7%
Q2 2018$286,000
-1.7%
5,182
-1.2%
0.02%
-12.0%
Q1 2018$291,000
-16.4%
5,247
-16.8%
0.02%
-19.4%
Q4 2017$348,000
+1.8%
6,305
+6.8%
0.03%
-8.8%
Q3 2017$342,000
+44.3%
5,905
+34.5%
0.03%
+41.7%
Q2 2017$237,000
+26.7%
4,389
+15.3%
0.02%
+26.3%
Q1 2017$187,000
+14.0%
3,808
-5.9%
0.02%
-13.6%
Q4 2016$164,000
-20.4%
4,047
-6.9%
0.02%
-21.4%
Q3 2016$206,000
+1.0%
4,347
+2.1%
0.03%
-6.7%
Q2 2016$204,000
+36.9%
4,258
+28.1%
0.03%
+30.4%
Q1 2016$149,0003,3230.02%
Other shareholders
UNILEVER PLC shareholders Q4 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