Artisan Partners
UL icon

Artisan Partners’s Unilever UL Stock Holding History

Artisan 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
Q4 		– Sell
-2,388,072
Closed -$156M – 287
2017
Q3 		$156M Buy
2,388,072
+33,915
+1% +$2.18M 0.29% 101
2017
Q2 		$143M Sell
2,354,157
-801,173
-25% -$47.8M 0.27% 113
2017
Q1 		$175M Sell
3,155,330
-98,344
-3% -$4.98M 0.34% 93
2016
Q4 		$149M Buy
3,253,674
+14,838
+0.5% +$692K 0.31% 99
2016
Q3 		$173M Buy
3,238,836
+55,313
+2% +$2.92M 0.34% 86
2016
Q2 		$172M Sell
3,183,523
-343,457
-10% -$17.6M 0.36% 81
2016
Q1 		$179M Buy
3,526,980
+48,400
+1% +$2.35M 0.37% 86
2015
Q4 		$169M Sell
3,478,580
-83,512
-2% -$4.07M 0.33% 98
2015
Q3 		$163M Sell
3,562,092
-27,355
-0.8% -$1.31M 0.33% 100
2015
Q2 		$173M Sell
3,589,447
-1,211,109
-25% -$59.9M 0.32% 106
2015
Q1 		$225M Sell
4,800,556
-6,190,265
-56% -$297M 0.4% 80
2014
Q4 		$501M Buy
10,990,821
+108,583
+1% +$4.98M 0.87% 25
2014
Q3 		$513M Sell
10,882,238
-626,438
-5% -$30.9M 0.92% 21
2014
Q2 		$587M Buy
11,508,676
+163,254
+1% +$8.18M 1.01% 16
2014
Q1 		$546M Buy
11,345,422
+213,863
+2% +$9.65M 0.96% 17
2013
Q4 		$516M Buy
11,131,559
+253,110
+2% +$11.3M 0.92% 18
2013
Q3 		$472M Sell
10,878,449
-3,627,629
-25% -$165M 0.91% 18
2013
Q2 		$660M Buy
+14,506,078
New +$689M 1.42% 8

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Artisan Partners's UL Position: Q4 2017 in Review

Artisan Partners sold out of Unilever (UL) in Q4 2017, closing a stake of 2,388,072 shares — an estimated $156M sold.

Artisan Partners first reported a position in UL in Q2 2013 and held it in 18 quarters. The position peaked at $660M in Q2 2013. 610 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • Artisan Partners reported no remaining Unilever position as of Q4 2017 after selling out during the quarter.
  • Artisan Partners sold 2,388,072 Unilever shares in Q4 2017, an estimated $156M.
  • Artisan Partners first reported a position in Unilever in Q2 2013 and held it in 18 quarters.
  • Artisan Partners's Unilever position peaked at $660M in Q2 2013.
  • 610 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on Artisan Partners's 13F filing for Q4 2017, filed 12 Feb 2018.