Chuck Royce’s UL Holdings & Trades

First Buy
Q1 2022
Duration Held
15 Quarters
Largest Add
Q1 2022
+28,444 Shares
Current Position
58,667 Shares
$3.91 M Value

Chuck Royce's UL Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 58,667 shares of Unilever PLC (UL) worth $3.91 M, representing 0.04% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in UL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 15,556 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Unilever PLC (UL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Unilever PLC (UL) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2022 +28,444 New Buy 28,444 $51.26
Q2 2022 +15,556 Add 54.69% 44,000 $51.57
Q3 2022 +7,556 Add 17.17% 51,556 $49.33
Q4 2022 +2,666 Add 5.17% 54,222 $56.64
Q4 2024 +4,445 Add 8.20% 58,667 $63.79

Chuck Royce's Unilever PLC Investment FAQs

Chuck Royce first purchased Unilever PLC (UL) in Q1 2022, acquiring 28,444 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Unilever PLC (UL) for 15 quarters since Q1 2022.

Chuck Royce's largest addition to Unilever PLC (UL) was in Q1 2022, adding 28,444 shares worth $1.46 M.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 58,667 shares of Unilever PLC (UL), valued at approximately $3.91 M.

As of the Q3 2025 filing, Unilever PLC (UL) represents approximately 0.04% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Unilever PLC (UL) was 58,667 shares, as reported at the end of Q4 2024.