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Banyan Partners’s Unilever UL Stock Holding History

Banyan 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
2014
Q3 		$553K Sell
11,724
-2,585
-18% -$128K 0.05% 292
2014
Q2 		$729K Buy
14,309
+285
+2% +$14.3K 0.06% 267
2014
Q1 		$675K Buy
+14,024
New +$633K 0.06% 267

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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Banyan Partners's UL Position: Q3 2014 in Review

Banyan Partners reduced its Unilever (UL) stake by 18% in Q3 2014, selling an estimated $128K and leaving 11,724 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #292.

Banyan Partners first reported a position in UL in Q1 2014 and has held it in 3 quarters since. The position peaked at $729K in Q2 2014. 433 funds tracked by Wall St. Rank hold UL as of Q3 2014.

  • Banyan Partners held 11,724 shares of Unilever worth $553K as of Q3 2014.
  • Banyan Partners sold 2,585 Unilever shares in Q3 2014, an estimated $128K.
  • Unilever made up 0.05% of Banyan Partners's portfolio in Q3 2014, its #292 holding.
  • Banyan Partners first reported a position in Unilever in Q1 2014 and has held it in 3 quarters since.
  • Banyan Partners's Unilever position peaked at $729K in Q2 2014.
  • 433 funds tracked by Wall St. Rank held Unilever as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.