Berman Capital Advisors’s Unilever UL Stock Holding History

Berman Capital Advisors’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 Q3	$205K	Sell	3,368 -125	-4%	-$7.97K	0.03%	261
2021 Q2	$229K	Sell	3,493 -373	-10%	-$24.8K	0.04%	210
2021 Q1	$242K	Sell	3,866 -1,006	-21%	-$64.1K	0.05%	171
2020 Q4	$330K	Buy	4,872 +4,596	+1,665%	+$312K	0.08%	115
2020 Q3	$19K	Buy	276 +10	+4%	+$667	0.01%	609
2020 Q2	$15K	Sell	266 -65	-20%	-$3.88K	﹤0.01%	637
2020 Q1	$17K	Buy	331 +207	+167%	+$13K	0.01%	540
2019 Q4	$8K	Hold	124	–	–	﹤0.01%	844
2019 Q3	$8K	Hold	124	–	–	﹤0.01%	804
2019 Q2	$8K	Hold	124	–	–	﹤0.01%	827
2019 Q1	$8K	Hold	124	–	–	﹤0.01%	735
2018 Q4	$7K	Buy	+124	New	+$7.47K	﹤0.01%	607

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Berman Capital Advisors's UL Position: Q3 2021 in Review

Berman Capital Advisors reduced its Unilever (UL) stake by 3.6% in Q3 2021, selling an estimated $7.97K and leaving 3,368 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #261.

Berman Capital Advisors first reported a position in UL in Q4 2018 and has held it in 12 quarters since. The position peaked at $330K in Q4 2020. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

Berman Capital Advisors held 3,368 shares of Unilever worth $205K as of Q3 2021.
Berman Capital Advisors sold 125 Unilever shares in Q3 2021, an estimated $7.97K.
Unilever made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #261 holding.
Berman Capital Advisors first reported a position in Unilever in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Unilever position peaked at $330K in Q4 2020.
1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.