Unilever shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Unilever (UL) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Unilever
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Quarterly reported holdings in Unilever by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $970k | 19k | 50.19 |
| 2023-12-31 | $1.2M | 24k | 48.48 |
| 2023-09-30 | $1.2M | 25k | 49.40 |
| 2023-06-30 | $1.4M | 27k | 52.13 |
| 2023-03-31 | $1.4M | 27k | 51.93 |
| 2022-12-31 | $1.5M | 30k | 50.35 |
| 2022-09-30 | $1.3M | 31k | 43.84 |
| 2022-06-30 | $898k | 20k | 45.82 |
| 2022-03-31 | $639k | 14k | 45.57 |
| 2021-12-31 | $793k | 15k | 53.80 |
| 2021-09-30 | $834k | 15k | 54.22 |
| 2021-06-30 | $801k | 14k | 58.49 |
| 2021-03-31 | $730k | 13k | 55.81 |
| 2020-12-31 | $858k | 14k | 60.35 |
| 2020-09-30 | $261k | 4.2k | 61.64 |
| 2020-06-30 | $172k | 3.1k | 55.00 |
| 2020-03-31 | $148k | 2.9k | 51.88 |
| 2019-12-31 | $281k | 4.9k | 57.13 |
| 2019-09-30 | $305k | 5.1k | 60.13 |
| 2019-06-30 | $361k | 5.8k | 62.00 |
| 2019-03-31 | $323k | 5.6k | 57.80 |
| 2018-12-31 | $318k | 6.1k | 52.24 |
| 2018-09-30 | $319k | 6.0k | 52.94 |
| 2018-06-30 | $293k | 5.2k | 55.91 |
| 2018-03-31 | $358k | 6.4k | 55.58 |
| 2017-12-31 | $365k | 6.6k | 55.34 |
| 2017-09-30 | $448k | 7.7k | 58.02 |