EWM
UL icon

Evercore Wealth Management’s Unilever UL Stock Holding History

Evercore 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
2015
Q4 		– Sell
-3,683
Closed -$169K – 1067
2015
Q3 		$169K Sell
3,683
-2,306
-39% -$110K 0.01% 408
2015
Q2 		$287K Buy
5,989
+2,757
+85% +$136K 0.01% 363
2015
Q1 		$152K Buy
3,232
+1,743
+117% +$83.5K 0.01% 465
2014
Q4 		$69K Sell
1,489
-530
-26% -$24.3K ﹤0.01% 517
2014
Q3 		$94K Buy
2,019
+132
+7% +$6.52K ﹤0.01% 523
2014
Q2 		$96K Buy
1,887
+385
+26% +$19.3K ﹤0.01% 518
2014
Q1 		$72K Buy
1,502
+362
+32% +$16.3K ﹤0.01% 534
2013
Q4 		$53K Buy
1,140
+1,056
+1,257% +$47.3K ﹤0.01% 553
2013
Q3 		$4K Buy
84
+17
+25% +$771 ﹤0.01% 910
2013
Q2 		$3K Buy
+67
New +$3.18K ﹤0.01% 772

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return