AP
UL icon

Appleton Partners’s Unilever UL Stock Holding History

Appleton Partners’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
Q3 		– Sell
-3,922
Closed -$239K – 252
2017
Q2 		$239K Buy
+3,922
New +$234K 0.04% 219
2017
Q1 		– Sell
-15,401
Closed -$705K – 236
2016
Q4 		$705K Sell
15,401
-1,018
-6% -$47.4K 0.14% 138
2016
Q3 		$876K Buy
16,419
+823
+5% +$43.5K 0.17% 129
2016
Q2 		$841K Buy
15,596
+89
+0.6% +$4.57K 0.17% 111
2016
Q1 		$788K Buy
15,507
+551
+4% +$26.8K 0.16% 110
2015
Q4 		$725K Buy
14,956
+3,845
+35% +$188K 0.14% 118
2015
Q3 		$510K Buy
+11,111
New +$531K 0.12% 128

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $60.7B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return