Financial Gravity Asset Management’s Unilever NV New York Registry Shares UN Stock Holding History

Financial Gravity Asset 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
2019 Q4	$57K	Buy	21 +19	+950%	+$1.12K	0.04%	576
2019 Q3	$0	Buy	+2	New	+$120	﹤0.01%	1726

Other funds holding UN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Gravity Asset Management's UN Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Unilever NV New York Registry Shares (UN) stake by 950% in Q4 2019, buying an estimated $1.12K and bringing the position to 21 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #576.

Financial Gravity Asset Management first reported a position in UN in Q3 2019 and has held it in 2 quarters since. 638 funds tracked by Wall St. Rank hold UN as of Q4 2019.

Financial Gravity Asset Management held 21 shares of Unilever NV New York Registry Shares worth $57K as of Q4 2019.
Financial Gravity Asset Management bought 19 Unilever NV New York Registry Shares shares in Q4 2019, an estimated $1.12K.
Unilever NV New York Registry Shares made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #576 holding.
Financial Gravity Asset Management first reported a position in Unilever NV New York Registry Shares in Q3 2019 and has held it in 2 quarters since.
638 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.