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Doyle Wealth Management’s Unilever UL Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-2,294
Closed -$160K – 719
2019
Q2 		$160K Buy
+2,294
New +$156K 0.02% 214
2019
Q1 		– Sell
-2,247
Closed -$132K – 709
2018
Q4 		$132K Buy
+2,247
New +$135K 0.02% 221

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Arrowstreet Capital
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MNG
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Doyle Wealth Management's UL Position: Q3 2019 in Review

Doyle Wealth Management sold out of Unilever (UL) in Q3 2019, closing a stake of 2,294 shares — an estimated $160K sold.

Doyle Wealth Management first reported a position in UL in Q4 2018 and held it in 2 quarters. The position peaked at $160K in Q2 2019. 645 funds tracked by Wall St. Rank hold UL as of Q3 2019.

  • Doyle Wealth Management reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,294 Unilever shares in Q3 2019, an estimated $160K.
  • Doyle Wealth Management first reported a position in Unilever in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Unilever position peaked at $160K in Q2 2019.
  • 645 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.