Elmwood Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Elmwood Wealth Management’s Portfolio UN Stock Details UN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-53	Closed	-$2.99K	–	378
2020 Q1	$2.99K	Buy	+53	New	+$2.9K	﹤0.01%	243
2019 Q3	–	Sell	-53	Closed	-$3K	–	290
2019 Q2	$3K	Hold	53	–	–	﹤0.01%	259
2019 Q1	$3K	Hold	53	–	–	﹤0.01%	258
2018 Q4	$3K	Hold	53	–	–	﹤0.01%	270
2018 Q3	$2.94K	Hold	53	–	–	﹤0.01%	249
2018 Q2	$2.95K	Hold	53	–	–	﹤0.01%	242
2018 Q1	$2.99K	Buy	+53	New	+$2.91K	﹤0.01%	243

Other funds holding UN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Elmwood Wealth Management's UN Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q2 2020, closing a stake of 53 shares — an estimated $2.99K sold.

Elmwood Wealth Management first reported a position in UN in Q1 2018 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 605 funds tracked by Wall St. Rank hold UN as of Q2 2020.

Elmwood Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 53 Unilever NV New York Registry Shares shares in Q2 2020, an estimated $2.99K.
Elmwood Wealth Management first reported a position in Unilever NV New York Registry Shares in Q1 2018 and held it in 7 quarters.
Elmwood Wealth Management's Unilever NV New York Registry Shares position peaked at $3K in Q2 2019.
605 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.