Howard Wealth Management’s Unilever UL Stock Holding History

Howard 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
2020 Q1	–	Sell	-311	Closed	-$20K	–	468
2019 Q4	$20K	Buy	+311	New	+$20.7K	0.02%	275

Other funds holding UL

FMI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Howard Wealth Management's UL Position: Q1 2020 in Review

Howard Wealth Management sold out of Unilever (UL) in Q1 2020, closing a stake of 311 shares — an estimated $20K sold.

Howard Wealth Management first reported a position in UL in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 670 funds tracked by Wall St. Rank hold UL as of Q1 2020.

Howard Wealth Management reported no remaining Unilever position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 311 Unilever shares in Q1 2020, an estimated $20K.
Howard Wealth Management first reported a position in Unilever in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Unilever position peaked at $20K in Q4 2019.
670 funds tracked by Wall St. Rank held Unilever as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.