HGWM
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Harvest Group Wealth Management’s Unilever UL Stock Holding History

Harvest Group Wealth Management’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
2019
Q4 		– Sell
-288
Closed -$19K – 1052
2019
Q3 		$19K Hold
288
– – 0.02% 175
2019
Q2 		$20K Hold
288
– – 0.03% 152
2019
Q1 		$19K Buy
+288
New +$17.5K 0.02% 165

Other funds holding UL

FMI
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harvest Group Wealth Management's UL Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Unilever (UL) in Q4 2019, closing a stake of 288 shares — an estimated $19K sold.

Harvest Group Wealth Management first reported a position in UL in Q1 2019 and held it in 3 quarters. The position peaked at $20K in Q2 2019. 683 funds tracked by Wall St. Rank hold UL as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Unilever position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 288 Unilever shares in Q4 2019, an estimated $19K.
  • Harvest Group Wealth Management first reported a position in Unilever in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Unilever position peaked at $20K in Q2 2019.
  • 683 funds tracked by Wall St. Rank held Unilever as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.