Harbour Capital Advisors’s Unilever UL Stock Holding History

Harbour Capital 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 Q3	–	Sell	-3,404	Closed	-$224K	–	253
2021 Q2	$224K	Sell	3,404 -307	-8%	-$20.4K	0.06%	221
2021 Q1	$233K	Buy	+3,711	New	+$236K	0.07%	209
2020 Q4	–	Sell	-4,160	Closed	-$289K	–	179
2020 Q3	$289K	Sell	4,160 -18	-0.4%	-$1.2K	0.11%	169
2020 Q2	$258K	Buy	4,178 +67	+2%	+$4K	0.1%	169
2020 Q1	$234K	Buy	4,111 +200	+5%	+$12.5K	0.12%	157
2019 Q4	$252K	Buy	+3,911	New	+$260K	0.1%	187
2017 Q2	–	Sell	-600	Closed	-$33.3K	–	559
2017 Q1	$33.3K	Buy	+600	New	+$30.4K	0.02%	431

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

Harbour Capital Advisors's UL Position: Q3 2021 in Review

Harbour Capital Advisors sold out of Unilever (UL) in Q3 2021, closing a stake of 3,404 shares — an estimated $224K sold.

Harbour Capital Advisors first reported a position in UL in Q1 2017 and held it in 7 quarters. The position peaked at $289K in Q3 2020. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

Harbour Capital Advisors reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
Harbour Capital Advisors sold 3,404 Unilever shares in Q3 2021, an estimated $224K.
Harbour Capital Advisors first reported a position in Unilever in Q1 2017 and held it in 7 quarters.
Harbour Capital Advisors's Unilever position peaked at $289K in Q3 2020.
1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Harbour Capital Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.