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
Search
Sign in
Sign up
CPIG
Chicago Partners Investment Group’s
Unilever
UL
Stock Holding History
Chicago Partners Investment Group’s Portfolio
UL Stock Details
UL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-614
Closed
-$37K
–
888
2018
Q3
$37K
Buy
614
+5
+0.8%
+$315
0.01%
572
2018
Q2
$38K
Buy
609
+5
+0.8%
+$311
0.01%
538
2018
Q1
$38K
Buy
604
+6
+1%
+$365
0.01%
497
2017
Q4
$37K
Buy
598
+3
+0.5%
+$190
0.01%
500
2017
Q3
$39K
Sell
595
-577
-49%
-$37.1K
0.01%
473
2017
Q2
$63K
Buy
+1,172
New
+$69.9K
0.02%
346
2017
Q1
–
Sell
-267
Closed
-$12K
–
598
2016
Q4
$12K
Sell
267
-2,755
-91%
-$128K
﹤0.01%
420
2016
Q3
$161K
Buy
+3,022
New
+$160K
0.06%
190
Other funds holding UL
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
MNG
Manning & Napier Group
Fairport, New York
$8.76B AUM
23.27%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
HL
Harding Loevner
Bridgewater, New Jersey
$9.72B AUM
22.38%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close