IberiaBank’s Unilever UL Stock Holding History

IberiaBank’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 Q3	–	Sell	-2,894	Closed	-$202K	–	247
2019 Q2	$202K	Buy	+2,894	New	+$196K	0.02%	241
2014 Q3	–	Sell	-4,615	Closed	-$235K	–	181
2014 Q2	$235K	Buy	+4,615	New	+$231K	0.13%	155
2013 Q4	–	Sell	-5,228	Closed	-$227K	–	155
2013 Q3	$227K	Buy	5,228 +146	+3%	+$6.62K	0.15%	138
2013 Q2	$231K	Buy	+5,082	New	+$241K	0.17%	126

Other funds holding UL

FMI

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

IberiaBank's UL Position: Q3 2019 in Review

IberiaBank sold out of Unilever (UL) in Q3 2019, closing a stake of 2,894 shares — an estimated $202K sold.

IberiaBank first reported a position in UL in Q2 2013 and held it in 4 quarters. The position peaked at $235K in Q2 2014. 644 funds tracked by Wall St. Rank hold UL as of Q3 2019.

IberiaBank reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 2,894 Unilever shares in Q3 2019, an estimated $202K.
IberiaBank first reported a position in Unilever in Q2 2013 and held it in 4 quarters.
IberiaBank's Unilever position peaked at $235K in Q2 2014.
644 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on IberiaBank's 13F filing for Q3 2019, filed 25 Oct 2019.