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Davidson Investment Advisors’s Unilever UL Stock Holding History

Davidson Investment 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
2013
Q4 		– Sell
-1,579
Closed -$68K – 163
2013
Q3 		$68K Hold
1,579
– – 0.01% 138
2013
Q2 		$71K Buy
+1,579
New +$75K 0.01% 136

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Davidson Investment Advisors's UL Position: Q4 2013 in Review

Davidson Investment Advisors sold out of Unilever (UL) in Q4 2013, closing a stake of 1,579 shares — an estimated $68K sold.

Davidson Investment Advisors first reported a position in UL in Q2 2013 and held it in 2 quarters. The position peaked at $71K in Q2 2013. 392 funds tracked by Wall St. Rank hold UL as of Q4 2013.

  • Davidson Investment Advisors reported no remaining Unilever position as of Q4 2013 after selling out during the quarter.
  • Davidson Investment Advisors sold 1,579 Unilever shares in Q4 2013, an estimated $68K.
  • Davidson Investment Advisors first reported a position in Unilever in Q2 2013 and held it in 2 quarters.
  • Davidson Investment Advisors's Unilever position peaked at $71K in Q2 2013.
  • 392 funds tracked by Wall St. Rank held Unilever as of Q4 2013.

Based on Davidson Investment Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.