IPW
UN

Inlet Private Wealth’s Unilever NV New York Registry Shares UN Stock Holding History

Inlet Private Wealth’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-19,182
Closed -$1.16M – 131
2020
Q3 		$1.16M Hold
19,182
– – 0.45% 63
2020
Q2 		$1.02M Buy
19,182
+100
+0.5% +$5.08K 0.41% 65
2020
Q1 		$931K Hold
19,082
– – 0.43% 64
2019
Q4 		$1.1M Hold
19,082
– – 0.36% 69
2019
Q3 		$1.15M Hold
19,082
– – 0.42% 64
2019
Q2 		$1.16M Hold
19,082
– – 0.42% 68
2019
Q1 		$1.11M Buy
19,082
+8,000
+72% +$439K 0.45% 65
2018
Q4 		$596K Buy
+11,082
New +$605K 0.32% 69

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Inlet Private Wealth's UN Position: Q4 2020 in Review

Inlet Private Wealth sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 19,182 shares — an estimated $1.16M sold.

Inlet Private Wealth first reported a position in UN in Q4 2018 and held it in 8 quarters. The position peaked at $1.16M in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Inlet Private Wealth reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 19,182 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $1.16M.
  • Inlet Private Wealth first reported a position in Unilever NV New York Registry Shares in Q4 2018 and held it in 8 quarters.
  • Inlet Private Wealth's Unilever NV New York Registry Shares position peaked at $1.16M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Inlet Private Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.