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Horan Capital Advisors’s Unilever UL Stock Holding History

Horan 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
-3,502
Closed -$230K – 91
2021
Q2 		$230K Hold
3,502
– – 0.1% 85
2021
Q1 		$220K Sell
3,502
-98
-3% -$6.24K 0.11% 84
2020
Q4 		$244K Buy
+3,600
New +$244K 0.13% 81
2017
Q4 		– Sell
-441
Closed -$29K – 254
2017
Q3 		$29K Buy
+441
New +$28.3K 0.02% 190

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Horan Capital Advisors sold out of Unilever (UL) in Q3 2021, closing a stake of 3,502 shares — an estimated $230K sold.

Horan Capital Advisors first reported a position in UL in Q3 2017 and held it in 4 quarters. The position peaked at $244K in Q4 2020. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • Horan Capital Advisors reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • Horan Capital Advisors sold 3,502 Unilever shares in Q3 2021, an estimated $230K.
  • Horan Capital Advisors first reported a position in Unilever in Q3 2017 and held it in 4 quarters.
  • Horan Capital Advisors's Unilever position peaked at $244K in Q4 2020.
  • 1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Horan Capital Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.