First Foundation Advisors’s Unilever UL Stock Holding History

First Foundation Advisors’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
2021 Q2	–	Sell	-3,478	Closed	-$218K	–	467
2021 Q1	$218K	Sell	3,478 -1,560	-31%	-$99.3K	0.01%	381
2020 Q4	$342K	Sell	5,038 -642	-11%	-$43.6K	0.02%	316
2020 Q3	$394K	Sell	5,680 -772	-12%	-$51.5K	0.02%	258
2020 Q2	$398K	Sell	6,452 -5,150	-44%	-$308K	0.02%	252
2020 Q1	$660K	Sell	11,602 -225,932	-95%	-$14.2M	0.04%	198
2019 Q4	$15.3M	Buy	237,534 +3,553	+2%	+$236K	0.76%	33
2019 Q3	$15.8M	Buy	233,981 +1,996	+0.9%	+$138K	0.84%	31
2019 Q2	$16.2M	Sell	231,985 -6,368	-3%	-$432K	0.91%	26
2019 Q1	$15.5M	Sell	238,353 -56,491	-19%	-$3.44M	0.92%	28
2018 Q4	$17.3M	Sell	294,844 -6,266	-2%	-$378K	1.09%	24
2018 Q3	$18.6M	Buy	301,110 +3,459	+1%	+$218K	1.03%	29
2018 Q2	$18.5M	Sell	297,651 -30,193	-9%	-$1.88M	1.09%	30
2018 Q1	$20.5M	Buy	+327,844	New	+$19.9M	1.14%	32

Other funds holding UL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return