Jeff Auxier’s UL Holdings & Trades

First Buy
Q1 2021
Duration Held
19 Quarters
Largest Add
Q1 2021
+82,798 Shares
Current Position
98,792 Shares
$6.59 M Value

Jeff Auxier's UL Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 98,792 shares of Unilever PLC (UL) worth $6.59 M, representing 0.92% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 19 quarters.

Based on 13F filings, Jeff Auxier has maintained a strategic position in UL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 12,924 shares. Largest reduction occurred in Q2 2024, reducing 6,044 shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier's Unilever PLC (UL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Unilever PLC (UL) Trades by Jeff Auxier

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2021 +82,798 New Buy 82,798 $62.80
Q2 2021 +316 Add 0.38% 83,114 $65.81
Q3 2021 +3,155 Add 3.80% 86,269 $61.00
Q4 2021 +454 Add 0.53% 86,723 $60.51
Q1 2022 -3,111 Reduce 3.59% 83,612 $51.26
Q2 2022 +88 Add 0.11% 83,700 $51.55
Q3 2022 +445 Add 0.53% 84,145 $49.32
Q4 2022 +1,235 Add 1.47% 85,380 $56.64
Q1 2023 +8,400 Add 9.84% 93,780 $58.42
Q4 2023 -444 Reduce 0.47% 93,336 $54.54
Q1 2024 +12,924 Add 13.85% 106,260 $56.46
Q2 2024 -6,044 Reduce 5.69% 100,216 $61.86
Q3 2024 -44 Reduce 0.04% 100,172 $73.08
Q4 2024 -112 Reduce 0.11% 100,060 $63.79
Q1 2025 -488 Reduce 0.49% 99,572 $66.99
Q2 2025 -177 Reduce 0.18% 99,395 $68.82
Q3 2025 -603 Reduce 0.61% 98,792 $66.69

Jeff Auxier's Unilever PLC Investment FAQs

Jeff Auxier first purchased Unilever PLC (UL) in Q1 2021, acquiring 82,798 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier has held Unilever PLC (UL) for 19 quarters since Q1 2021.

Jeff Auxier's largest addition to Unilever PLC (UL) was in Q1 2021, adding 82,798 shares worth $5.2 M.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 98,792 shares of Unilever PLC (UL), valued at approximately $6.59 M.

As of the Q3 2025 filing, Unilever PLC (UL) represents approximately 0.92% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings.

Jeff Auxier's peak holding in Unilever PLC (UL) was 106,260 shares, as reported at the end of Q1 2024.