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Gerstein Fisher’s Unilever UL Stock Holding History

Gerstein Fisher’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
2014
Q1 		– Sell
-18,281
Closed -$848K – 432
2013
Q4 		$848K Buy
18,281
+12,335
+207% +$552K 0.03% 312
2013
Q3 		$258K Buy
5,946
+1,103
+23% +$50K 0.06% 291
2013
Q2 		$220K Buy
+4,843
New +$230K 0.05% 298

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Gerstein Fisher's UL Position: Q1 2014 in Review

Gerstein Fisher sold out of Unilever (UL) in Q1 2014, closing a stake of 18,281 shares — an estimated $848K sold.

Gerstein Fisher first reported a position in UL in Q2 2013 and held it in 3 quarters. The position peaked at $848K in Q4 2013. 414 funds tracked by Wall St. Rank hold UL as of Q1 2014.

  • Gerstein Fisher reported no remaining Unilever position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 18,281 Unilever shares in Q1 2014, an estimated $848K.
  • Gerstein Fisher first reported a position in Unilever in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's Unilever position peaked at $848K in Q4 2013.
  • 414 funds tracked by Wall St. Rank held Unilever as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.