DWA
UNVR

Dougherty Wealth Advisers’s Univar Solutions Inc. UNVR Stock Holding History

Dougherty Wealth Advisers’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-178
Closed -$4K – 224
2019
Q2 		$4K Hold
178
– – 0.01% 231
2019
Q1 		$4K Hold
178
– – 0.01% 195
2018
Q4 		$4K Buy
+178
New +$4.12K 0.01% 206

Other funds holding UNVR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dougherty Wealth Advisers's UNVR Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Univar Solutions Inc. (UNVR) in Q3 2019, closing a stake of 178 shares — an estimated $4K sold.

Dougherty Wealth Advisers first reported a position in UNVR in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 177 funds tracked by Wall St. Rank hold UNVR as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Univar Solutions Inc. position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 178 Univar Solutions Inc. shares in Q3 2019, an estimated $4K.
  • Dougherty Wealth Advisers first reported a position in Univar Solutions Inc. in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Univar Solutions Inc. position peaked at $4K in Q2 2019.
  • 177 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.