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Atwater Malick’s Unilever UL Stock Holding History

Atwater Malick’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
2021
Q1 		– Sell
-3,161
Closed -$215K – 49
2020
Q4 		$215K Buy
+3,161
New +$214K 0.14% 38
2019
Q4 		– Sell
-516
Closed -$35K – 187
2019
Q3 		$35K Buy
+516
New +$35.8K 0.03% 86

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GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Atwater Malick's UL Position: Q1 2021 in Review

Atwater Malick sold out of Unilever (UL) in Q1 2021, closing a stake of 3,161 shares — an estimated $215K sold.

Atwater Malick first reported a position in UL in Q3 2019 and held it in 2 quarters. The position peaked at $215K in Q4 2020. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Atwater Malick reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • Atwater Malick sold 3,161 Unilever shares in Q1 2021, an estimated $215K.
  • Atwater Malick first reported a position in Unilever in Q3 2019 and held it in 2 quarters.
  • Atwater Malick's Unilever position peaked at $215K in Q4 2020.
  • 1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Atwater Malick's 13F filing for Q1 2021, filed 21 May 2021.