HIS
UL icon

Harvest Investment Services’s Unilever UL Stock Holding History

Harvest Investment Services’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
-3,961
Closed -$268K – 181
2019
Q3 		$268K Buy
3,961
+114
+3% +$7.9K 0.13% 126
2019
Q2 		$268K Buy
3,847
+84
+2% +$5.7K 0.15% 128
2019
Q1 		$243K Buy
3,763
+94
+3% +$5.73K 0.14% 143
2018
Q4 		$218K Buy
+3,669
New +$221K 0.2% 115

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Harvest Investment Services's UL Position: Q4 2019 in Review

Harvest Investment Services sold out of Unilever (UL) in Q4 2019, closing a stake of 3,961 shares — an estimated $268K sold.

Harvest Investment Services first reported a position in UL in Q4 2018 and held it in 4 quarters. The position peaked at $268K in Q3 2019. 684 funds tracked by Wall St. Rank hold UL as of Q4 2019.

  • Harvest Investment Services reported no remaining Unilever position as of Q4 2019 after selling out during the quarter.
  • Harvest Investment Services sold 3,961 Unilever shares in Q4 2019, an estimated $268K.
  • Harvest Investment Services first reported a position in Unilever in Q4 2018 and held it in 4 quarters.
  • Harvest Investment Services's Unilever position peaked at $268K in Q3 2019.
  • 684 funds tracked by Wall St. Rank held Unilever as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.