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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
2014
Q4 		– Sell
-1,579
Closed -$68K – 184
2014
Q3 		$68K Buy
+1,579
New +$78K 0.01% 167
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

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FMI
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MNA
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SCM
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Davidson Investment Advisors's UL Position: Q4 2014 in Review

Davidson Investment Advisors sold out of Unilever (UL) in Q4 2014, 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 3 quarters. The position peaked at $71K in Q2 2013. 461 funds tracked by Wall St. Rank hold UL as of Q4 2014.

  • Davidson Investment Advisors reported no remaining Unilever position as of Q4 2014 after selling out during the quarter.
  • Davidson Investment Advisors sold 1,579 Unilever shares in Q4 2014, an estimated $68K.
  • Davidson Investment Advisors first reported a position in Unilever in Q2 2013 and held it in 3 quarters.
  • Davidson Investment Advisors's Unilever position peaked at $71K in Q2 2013.
  • 461 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Davidson Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.