EWM
UN

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

EPG 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
-284
Closed -$14K – 859
2020
Q1 		$14K Buy
+284
New +$15.5K 0.01% 454

Other funds holding UN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

EPG Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q2 2020, closing a stake of 284 shares — an estimated $14K sold.

EPG Wealth Management first reported a position in UN in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 605 funds tracked by Wall St. Rank hold UN as of Q2 2020.

  • EPG Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 284 Unilever NV New York Registry Shares shares in Q2 2020, an estimated $14K.
  • EPG Wealth Management first reported a position in Unilever NV New York Registry Shares in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Unilever NV New York Registry Shares position peaked at $14K in Q1 2020.
  • 605 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.