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Eagle Ridge Investment Management’s Unilever UL Stock Holding History

Eagle Ridge Investment 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
2021
Q2 		– Sell
-3,484
Closed -$219K – 141
2021
Q1 		$219K Sell
3,484
-169
-5% -$10.8K 0.03% 132
2020
Q4 		$248K Hold
3,653
– – 0.03% 124
2020
Q3 		$254K Hold
3,653
– – 0.04% 128
2020
Q2 		$226K Sell
3,653
-711
-16% -$42.5K 0.03% 117
2020
Q1 		$248K Sell
4,364
-160
-4% -$10K 0.04% 109
2019
Q4 		$291K Sell
4,524
-889
-16% -$59K 0.04% 127
2019
Q3 		$366K Sell
5,413
-307
-5% -$21.3K 0.05% 112
2019
Q2 		$399K Sell
5,720
-747
-12% -$50.7K 0.06% 111
2019
Q1 		$420K Sell
6,467
-444
-6% -$27K 0.06% 108
2018
Q4 		$406K Sell
6,911
-1,751
-20% -$106K 0.07% 110
2018
Q3 		$536K Sell
8,662
-71
-0.8% -$4.48K 0.08% 109
2018
Q2 		$543K Hold
8,733
– – 0.08% 107
2018
Q1 		$546K Sell
8,733
-1,271
-13% -$77.3K 0.08% 103
2017
Q4 		$623K Hold
10,004
– – 0.1% 103
2017
Q3 		$652K Sell
10,004
-178
-2% -$11.4K 0.11% 97
2017
Q2 		$470K Buy
10,182
+2,911
+40% +$174K 0.09% 85
2017
Q1 		$404K Sell
7,271
-969
-12% -$49K 0.08% 95
2016
Q4 		$377K Buy
8,240
+3,935
+91% +$183K 0.08% 100
2016
Q3 		$230K Buy
+4,305
New +$227K 0.05% 124

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Eagle Ridge Investment Management's UL Position: Q2 2021 in Review

Eagle Ridge Investment Management sold out of Unilever (UL) in Q2 2021, closing a stake of 3,484 shares — an estimated $219K sold.

Eagle Ridge Investment Management first reported a position in UL in Q3 2016 and held it in 19 quarters. The position peaked at $652K in Q3 2017. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

  • Eagle Ridge Investment Management reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,484 Unilever shares in Q2 2021, an estimated $219K.
  • Eagle Ridge Investment Management first reported a position in Unilever in Q3 2016 and held it in 19 quarters.
  • Eagle Ridge Investment Management's Unilever position peaked at $652K in Q3 2017.
  • 1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2021, filed 19 Jul 2021.