Grimes & Company’s Unilever UL Stock Holding History

Grimes & Company’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 Q1	–	Sell	-3,629	Closed	-$247K	–	291
2020 Q4	$247K	Buy	+3,629	New	+$246K	0.01%	237

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GRQ

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

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

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

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

FMI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Grimes & Company's UL Position: Q1 2021 in Review

Grimes & Company sold out of Unilever (UL) in Q1 2021, closing a stake of 3,629 shares — an estimated $247K sold.

Grimes & Company first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $247K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

Grimes & Company reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
Grimes & Company sold 3,629 Unilever shares in Q1 2021, an estimated $247K.
Grimes & Company first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
Grimes & Company's Unilever position peaked at $247K in Q4 2020.
1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Grimes & Company's 13F filing for Q1 2021, filed 12 May 2021.