AGU
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Alpine Group USVI’s Unilever UL Stock Holding History

Alpine Group USVI’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$4.8M Buy
+78,844
New +$4.7M 1.49% 19

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alpine Group USVI's UL Position: Q2 2017 in Review

Alpine Group USVI opened a new position in Unilever (UL) in Q2 2017: 78,844 shares worth $4.8M. The stake represents 1.49% of the portfolio and ranks #19 among its holdings.

550 funds tracked by Wall St. Rank hold UL as of Q2 2017.

  • Alpine Group USVI held 78,844 shares of Unilever worth $4.8M as of Q2 2017.
  • Unilever was a new Alpine Group USVI position in Q2 2017.
  • Unilever made up 1.49% of Alpine Group USVI's portfolio in Q2 2017, its #19 holding.
  • 550 funds tracked by Wall St. Rank held Unilever as of Q2 2017.

Based on Alpine Group USVI's 13F filing for Q2 2017, filed 14 Aug 2017.