GF
UL icon

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
-9,140
Closed -$424K – 400
2013
Q4 		$424K Buy
9,140
+3,194
+54% +$143K 0.08% 223
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 $7.8B AUM 25.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 9,140 shares — an estimated $424K sold.

Gerstein Fisher first reported a position in UL in Q2 2013 and held it in 3 quarters. The position peaked at $424K in Q4 2013. 415 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 9,140 Unilever shares in Q1 2014, an estimated $424K.
  • Gerstein Fisher first reported a position in Unilever in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's Unilever position peaked at $424K in Q4 2013.
  • 415 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.