EWM
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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 $7.8B AUM 25.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Evercore Wealth Management's UL Position: Q4 2015 in Review

Evercore Wealth Management sold out of Unilever (UL) in Q4 2015, closing a stake of 3,683 shares — an estimated $169K sold.

Evercore Wealth Management first reported a position in UL in Q2 2013 and held it in 10 quarters. The position peaked at $287K in Q2 2015. 509 funds tracked by Wall St. Rank hold UL as of Q4 2015.

  • Evercore Wealth Management reported no remaining Unilever position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 3,683 Unilever shares in Q4 2015, an estimated $169K.
  • Evercore Wealth Management first reported a position in Unilever in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's Unilever position peaked at $287K in Q2 2015.
  • 509 funds tracked by Wall St. Rank held Unilever as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.