EWA
UN

Evolution Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Evolution Wealth Advisors’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
-165
Closed -$8K – 585
2020
Q1 		$8K Sell
165
-37
-18% -$2.02K ﹤0.01% 225
2019
Q4 		$12K Buy
202
+37
+22% +$2.19K ﹤0.01% 278
2019
Q3 		$10K Buy
+165
New +$9.91K ﹤0.01% 184

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

Evolution Wealth Advisors's UN Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of Unilever NV New York Registry Shares (UN) in Q2 2020, closing a stake of 165 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in UN in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 605 funds tracked by Wall St. Rank hold UN as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining Unilever NV New York Registry Shares position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 165 Unilever NV New York Registry Shares shares in Q2 2020, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q3 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Unilever NV New York Registry Shares position peaked at $12K in Q4 2019.
  • 605 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.