Credential Securities’s Unilever UL Stock Holding History

Credential Securities’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
2018 Q2	$405K	Buy	6,513 +36	+0.6%	+$2.24K	0.09%	125
2018 Q1	$405K	Buy	6,477 +1,698	+36%	+$103K	0.1%	130
2017 Q4	$297K	Buy	4,779 +263	+6%	+$16.7K	0.07%	149
2017 Q3	$294K	Buy	4,516 +315	+7%	+$20.2K	0.08%	150
2017 Q2	$253K	Sell	4,201 -3,458	-45%	-$206K	0.08%	157
2017 Q1	$425K	Sell	7,659 -1,383	-15%	-$70K	0.15%	127
2016 Q4	$414K	Sell	9,042 -127	-1%	-$5.92K	0.17%	124
2016 Q3	$489K	Buy	9,169 +283	+3%	+$14.9K	0.22%	112
2016 Q2	$479K	Buy	8,886 +398	+5%	+$20.4K	0.25%	112
2016 Q1	$431K	Buy	8,488 +8,459	+29,169%	+$412K	0.25%	116
2015 Q4	$1.42K	Hold	29	–	–	﹤0.01%	209
2015 Q3	$1.34K	Hold	29	–	–	﹤0.01%	209
2015 Q2	$1.42K	Hold	29	–	–	﹤0.01%	198
2015 Q1	$1.38K	Hold	29	–	–	﹤0.01%	202
2014 Q4	$1.33K	Hold	29	–	–	﹤0.01%	203
2014 Q3	$1.38K	Hold	29	–	–	﹤0.01%	202
2014 Q2	$1.5K	Sell	29 -5,239	-99%	-$263K	﹤0.01%	193
2014 Q1	$253K	Buy	+5,268	New	+$238K	0.19%	119

Other funds holding UL

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credential Securities's UL Position: Q2 2018 in Review

Credential Securities increased its Unilever (UL) stake by 0.56% in Q2 2018, buying an estimated $2.24K and bringing the position to 6,513 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #125.

Credential Securities first reported a position in UL in Q1 2014 and has held it in 18 quarters since. The position peaked at $489K in Q3 2016. 597 funds tracked by Wall St. Rank hold UL as of Q2 2018.

Credential Securities held 6,513 shares of Unilever worth $405K as of Q2 2018.
Credential Securities bought 36 Unilever shares in Q2 2018, an estimated $2.24K.
Unilever made up 0.09% of Credential Securities's portfolio in Q2 2018, its #125 holding.
Credential Securities first reported a position in Unilever in Q1 2014 and has held it in 18 quarters since.
Credential Securities's Unilever position peaked at $489K in Q3 2016.
597 funds tracked by Wall St. Rank held Unilever as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.