EWM
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Executive Wealth Management’s Unilever UL Stock Holding History

Executive 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
2019
Q3 		– Sell
-179
Closed -$12K – 749
2019
Q2 		$12K Buy
179
+1
+0.6% +$68 ﹤0.01% 585
2019
Q1 		$12K Hold
178
– – ﹤0.01% 519
2018
Q4 		$10K Buy
+178
New +$10.7K ﹤0.01% 575

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Executive Wealth Management's UL Position: Q3 2019 in Review

Executive Wealth Management sold out of Unilever (UL) in Q3 2019, closing a stake of 179 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in UL in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 645 funds tracked by Wall St. Rank hold UL as of Q3 2019.

  • Executive Wealth Management reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 179 Unilever shares in Q3 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in Unilever in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Unilever position peaked at $12K in Q2 2019.
  • 645 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.