AWM
UN

Atticus Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Atticus Wealth Management’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-465
Closed -$28K – 356
2020
Q3 		$28K Hold
465
– – 0.02% 211
2020
Q2 		$25K Hold
465
– – 0.02% 199
2020
Q1 		$23K Buy
465
+451
+3,221% +$24.7K 0.02% 199
2019
Q4 		$1K Buy
+14
New +$827 ﹤0.01% 379

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Atticus Wealth Management's UN Position: Q4 2020 in Review

Atticus Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 465 shares — an estimated $28K sold.

Atticus Wealth Management first reported a position in UN in Q4 2019 and held it in 4 quarters. The position peaked at $28K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Atticus Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 465 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $28K.
  • Atticus Wealth Management first reported a position in Unilever NV New York Registry Shares in Q4 2019 and held it in 4 quarters.
  • Atticus Wealth Management's Unilever NV New York Registry Shares position peaked at $28K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Atticus Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.