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Independent Franchise Partners

US Equity Fund

Independent Franchise Partners UNILEVER PLC stake

total: 60

US Equity Fund UNLYF trades

Total transactions:
8
New positions:
1
Added:
4
Reduced:
3
Held since:
2024 Q2
Held for:
8 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Independent Franchise Partners holds 356,986 UNILEVER PLC (UNLYF) shares with a market value of roughly $20.12M accounting for 1.36% of the overall portfolio. To date, the estimated cost basis is nearly $55.41 for "buy" trades and estimated average "sell" price is $59.4. US Equity Fund first purchased UNLYF in 2024 Q2, initially acquiring 680,040 shares. Since the initial investment in UNILEVER PLC (UNLYF), US Equity Fund has made 7 more transactions.

How many UNLYF shares does Independent Franchise Partners currently hold?

According to 2026 Q1 report, Independent Franchise Partners holds 356,986 shares of UNILEVER PLC (UNLYF), valued at around $20.12M.

When did Independent Franchise Partners buy UNILEVER PLC (UNLYF)?

Independent Franchise Partners first invested in UNILEVER PLC (UNLYF) in 2024 Q2 at the reported quarter-end price of $54.92 per share.

What's the cost basis of US Equity Fund's UNLYF stake?

The estimated cost basis for UNILEVER PLC (UNLYF) stake is around $55.41 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$55.41
Weighted AVG sell price:
$59.40

Independent Franchise Partners's historical trades in UNILEVER PLC

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
1.36%
356,986
$56.36
$20,118,471
+2.43% (+8,466)
+0.03%
2025 Q4
1.45%
348,520
$65.46
$22,813,648
-18.69% (-80,123)
-0.32%
2025 Q3
1.55%
428,643
$59.36
$25,444,237
+5.22% (+21,271)
+0.08%
2025 Q2
1.71%
407,372
$60.97
$24,837,755
+0.13% (+540)
+0%
2025 Q1
1.73%
406,832
$59.51
$24,212,506
+16.75% (+58,363)
+0.25%
2024 Q4
1.80%
348,469
$56.85
$19,809,574
-45.12% (-286,496)
-0.83%
2024 Q3
2.10%
634,965
$64.81
$41,150,554
-6.63% (-45,075)
-0.16%
2024 Q2
1.99%
680,040
$54.92
$37,346,652
new
+1.99%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.