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Clarus Wealth Advisors’s Unilever UL Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-52
Closed -$4K – 515
2019
Q2 		$4K Hold
52
– – ﹤0.01% 525
2019
Q1 		$3K Hold
52
– – ﹤0.01% 643
2018
Q4 		$3K Hold
52
– – ﹤0.01% 629
2018
Q3 		$3K Buy
+52
New +$3.28K ﹤0.01% 663

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarus Wealth Advisors's UL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Unilever (UL) in Q3 2019, closing a stake of 52 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in UL in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 645 funds tracked by Wall St. Rank hold UL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 52 Unilever shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Unilever in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Unilever position peaked at $4K in Q2 2019.
  • 645 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.