IRAG
UN

Investment Research & Advisory Group’s Unilever NV New York Registry Shares UN Stock Holding History

Investment Research & Advisory Group’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
-21,356
Closed -$1.29M – 166
2020
Q3 		$1.29M Sell
21,356
-250
-1% -$14.5K 1.07% 30
2020
Q2 		$1.14M Buy
21,606
+12,568
+139% +$639K 1.03% 31
2020
Q1 		$441K Sell
9,038
-4,197
-32% -$230K 0.41% 35
2019
Q4 		$760K Buy
+13,235
New +$782K 0.7% 29

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

Investment Research & Advisory Group's UN Position: Q4 2020 in Review

Investment Research & Advisory Group sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 21,356 shares — an estimated $1.29M sold.

Investment Research & Advisory Group first reported a position in UN in Q4 2019 and held it in 4 quarters. The position peaked at $1.29M in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Investment Research & Advisory Group reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 21,356 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $1.29M.
  • Investment Research & Advisory Group first reported a position in Unilever NV New York Registry Shares in Q4 2019 and held it in 4 quarters.
  • Investment Research & Advisory Group's Unilever NV New York Registry Shares position peaked at $1.29M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Investment Research & Advisory Group's 13F filing for Q4 2020, filed 16 Feb 2021.