Aperio Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $60.1M | Buy |
884,697
+772,080
| +686% | +$52.4M | 0.18% | 102 |
|
|
2020
Q3 | $7.82M | Sell |
112,617
-1,313
| -1% | -$87.6K | 0.03% | 558 |
|
|
2020
Q2 | $7.03M | Buy |
113,930
+2,411
| +2% | +$144K | 0.03% | 592 |
|
|
2020
Q1 | $6.34M | Sell |
111,519
-1,501
| -1% | -$94.2K | 0.03% | 560 |
|
|
2019
Q4 | $7.27M | Buy |
113,020
+2,464
| +2% | +$164K | 0.03% | 601 |
|
|
2019
Q3 | $7.47M | Sell |
110,556
-1,979
| -2% | -$137K | 0.03% | 571 |
|
|
2019
Q2 | $7.85M | Buy |
112,535
+11,945
| +12% | +$811K | 0.03% | 558 |
|
|
2019
Q1 | $6.53M | Sell |
100,590
-5,107
| -5% | -$311K | 0.03% | 600 |
|
|
2018
Q4 | $6.21M | Sell |
105,697
-2,328
| -2% | -$140K | 0.03% | 561 |
|
|
2018
Q3 | $6.68M | Buy |
108,025
+1,724
| +2% | +$109K | 0.03% | 580 |
|
|
2018
Q2 | $6.61M | Buy |
106,301
+6,896
| +7% | +$428K | 0.03% | 569 |
|
|
2018
Q1 | $6.21M | Buy |
99,405
+7,704
| +8% | +$469K | 0.03% | 579 |
|
|
2017
Q4 | $5.71M | Buy |
91,701
+4,381
| +5% | +$278K | 0.03% | 592 |
|
|
2017
Q3 | $5.69M | Buy |
87,320
+8,734
| +11% | +$561K | 0.03% | 558 |
|
|
2017
Q2 | $4.79M | Buy |
78,586
+10,037
| +15% | +$598K | 0.03% | 602 |
|
|
2017
Q1 | $3.81M | Buy |
68,549
+8,242
| +14% | +$417K | 0.03% | 651 |
|
|
2016
Q4 | $2.76M | Sell |
60,307
-914
| -1% | -$42.6K | 0.02% | 706 |
|
|
2016
Q3 | $3.27M | Buy |
61,221
+181
| +0.3% | +$9.56K | 0.02% | 676 |
|
|
2016
Q2 | $3.29M | Sell |
61,040
-2,786
| -4% | -$143K | 0.03% | 646 |
|
|
2016
Q1 | $3.24M | Buy |
63,826
+6,798
| +12% | +$331K | 0.03% | 622 |
|
|
2015
Q4 | $2.77M | Sell |
57,028
-14,172
| -20% | -$691K | 0.03% | 646 |
|
|
2015
Q3 | $3.27M | Buy |
71,200
+14,305
| +25% | +$684K | 0.03% | 572 |
|
|
2015
Q2 | $2.75M | Buy |
56,895
+5,615
| +11% | +$278K | 0.03% | 605 |
|
|
2015
Q1 | $2.41M | Sell |
51,280
-238
| -0.5% | -$11.4K | 0.03% | 611 |
|
|
2014
Q4 | $2.35M | Buy |
51,518
+1,803
| +4% | +$82.7K | 0.03% | 599 |
|
|
2014
Q3 | $2.34M | Buy |
49,715
+284
| +0.6% | +$14K | 0.03% | 568 |
|
|
2014
Q2 | $2.52M | Buy |
49,431
+3,173
| +7% | +$159K | 0.04% | 533 |
|
|
2014
Q1 | $2.23M | Buy |
+46,258
| New | +$2.09M | 0.03% | 669 |
|
|
2013
Q4 | – | Sell |
-33,733
| Closed | -$1.51M | – | 759 |
|
|
2013
Q3 | $1.46M | Buy |
33,733
+2,785
| +9% | +$126K | 0.03% | 691 |
|
|
2013
Q2 | $1.41M | Buy |
+30,948
| New | +$1.47M | 0.03% | 624 |
|
Other funds holding UL
GRQ
FMI
Aperio Group's UL Position: Q4 2020 in Review
Aperio Group increased its Unilever (UL) stake by 686% in Q4 2020, buying an estimated $52.4M and bringing the position to 884,697 shares worth $60.1M. The position accounts for 0.18% of the portfolio, ranked #102.
Aperio Group first reported a position in UL in Q2 2013 and has held it in 30 quarters since. 1,053 funds tracked by Wall St. Rank hold UL as of Q4 2020.
- Aperio Group held 884,697 shares of Unilever worth $60.1M as of Q4 2020.
- Aperio Group bought 772,080 Unilever shares in Q4 2020, an estimated $52.4M.
- Unilever made up 0.18% of Aperio Group's portfolio in Q4 2020, its #102 holding.
- Aperio Group first reported a position in Unilever in Q2 2013 and has held it in 30 quarters since.
- 1,053 funds tracked by Wall St. Rank held Unilever as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.