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

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

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

GRQ

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PPA

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

First Foundation Advisors's UL Position: Q2 2021 in Review

First Foundation Advisors sold out of Unilever (UL) in Q2 2021, closing a stake of 3,478 shares — an estimated $218K sold.

First Foundation Advisors first reported a position in UL in Q1 2018 and held it in 13 quarters. The position peaked at $20.5M in Q1 2018. 1,038 funds tracked by Wall St. Rank hold UL as of Q2 2021.

First Foundation Advisors reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
First Foundation Advisors sold 3,478 Unilever shares in Q2 2021, an estimated $218K.
First Foundation Advisors first reported a position in Unilever in Q1 2018 and held it in 13 quarters.
First Foundation Advisors's Unilever position peaked at $20.5M in Q1 2018.
1,038 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.