CA
UN

Crewe Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Crewe Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-115
Closed -$7K – 676
2020
Q3 		$7K Buy
+115
New +$6.66K ﹤0.01% 310
2020
Q1 		– Sell
-75
Closed -$4K – 270
2019
Q4 		$4K Buy
+75
New +$4.43K ﹤0.01% 207
2019
Q3 		– Sell
-3,118
Closed -$189K – 329
2019
Q2 		$189K Buy
+3,118
New +$187K 0.06% 85

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Crewe Advisors's UN Position: Q4 2020 in Review

Crewe Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 115 shares — an estimated $7K sold.

Crewe Advisors first reported a position in UN in Q2 2019 and held it in 3 quarters. The position peaked at $189K in Q2 2019. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Crewe Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Crewe Advisors sold 115 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $7K.
  • Crewe Advisors first reported a position in Unilever NV New York Registry Shares in Q2 2019 and held it in 3 quarters.
  • Crewe Advisors's Unilever NV New York Registry Shares position peaked at $189K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Crewe Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.