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BSW
UN
Buckingham Strategic Wealth’s
Unilever NV New York Registry Shares
UN
Stock Holding History
Buckingham Strategic Wealth’s Portfolio
UN Stock Details
UN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-6,633
Closed
-$374K
–
374
2018
Q1
$374K
Sell
6,633
-306
-4%
-$16.8K
0.07%
201
2017
Q4
$391K
Buy
6,939
+159
+2%
+$9.16K
0.08%
197
2017
Q3
$400K
Buy
6,780
+1,014
+18%
+$59.2K
0.1%
182
2017
Q2
$319K
Buy
5,766
+576
+11%
+$31.1K
0.07%
213
2017
Q1
$258K
Sell
5,190
-53
-1%
-$2.37K
0.08%
203
2016
Q4
$215K
Buy
5,243
+158
+3%
+$6.54K
0.07%
213
2016
Q3
$234K
Hold
5,085
–
–
0.08%
193
2016
Q2
$239K
Sell
5,085
-334
-6%
-$15K
0.08%
190
2016
Q1
$242K
Buy
5,419
+703
+15%
+$30.3K
0.08%
189
2015
Q4
$204K
Buy
+4,716
New
+$207K
0.07%
189
2015
Q3
–
Sell
-5,043
Closed
-$211K
–
241
2015
Q2
$211K
Sell
5,043
-41
-0.8%
-$1.77K
0.07%
204
2015
Q1
$212K
Sell
5,084
-2,675
-34%
-$112K
0.08%
199
2014
Q4
$303K
Hold
7,759
–
–
0.12%
131
2014
Q3
$308K
Buy
7,759
+190
+3%
+$7.92K
0.13%
120
2014
Q2
$331K
Sell
7,569
-83
-1%
-$3.56K
0.14%
109
2014
Q1
$315K
Buy
7,652
+521
+7%
+$20.3K
0.15%
102
2013
Q4
$287K
Buy
7,131
+839
+13%
+$32.6K
0.14%
110
2013
Q3
$237K
Buy
6,292
+591
+10%
+$23.4K
0.13%
110
2013
Q2
$224K
Buy
+5,701
New
+$235K
0.13%
108
Other funds holding UN
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
GRQ
Gardner Russo & Quinn
Lancaster, Pennsylvania
$8.5B AUM
9.79%
1-Year Est. Return
State Farm Mutual Automobile Insurance
Bloomington, Illinois
$127B AUM
32.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Aristotle Capital Management
Los Angeles, California
$47.8B AUM
13.38%
1-Year Est. Return
BBHC
Brown Brothers Harriman & Co
New York
$18.6B AUM
15.81%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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