IPG Investment Advisors’s Unilever UL Stock Holding History

IPG Investment 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 Q2	–	Sell	-5,082	Closed	-$319K	–	218
2021 Q1	$319K	Buy	5,082 +178	+4%	+$11.3K	0.06%	142
2020 Q4	$333K	Hold	4,904	–	–	0.08%	115
2020 Q3	$340K	Hold	4,904	–	–	0.1%	104
2020 Q2	$303K	Hold	4,904	–	–	0.1%	97
2020 Q1	$279K	Hold	4,904	–	–	0.12%	92
2019 Q4	$315K	Sell	4,904 -2,311	-32%	-$153K	0.1%	98
2019 Q3	$488K	Sell	7,215 -445	-6%	-$30.8K	0.17%	70
2019 Q2	$534K	Hold	7,660	–	–	0.19%	72
2019 Q1	$497K	Hold	7,660	–	–	0.17%	83
2018 Q4	$450K	Hold	7,660	–	–	0.17%	72
2018 Q3	$474K	Hold	7,660	–	–	0.15%	88
2018 Q2	$476K	Hold	7,660	–	–	0.17%	91
2018 Q1	$479K	Buy	7,660 +134	+2%	+$8.15K	0.16%	80
2017 Q4	$469K	Hold	7,526	–	–	0.19%	70
2017 Q3	$491K	Sell	7,526 -89	-1%	-$5.72K	0.17%	70
2017 Q2	$464K	Sell	7,615 -178	-2%	-$10.6K	0.19%	67
2017 Q1	$433K	Hold	7,793	–	–	0.2%	74
2016 Q4	$357K	Hold	7,793	–	–	0.15%	85
2016 Q3	$416K	Hold	7,793	–	–	0.17%	69
2016 Q2	$420K	Hold	7,793	–	–	0.17%	76
2016 Q1	$396K	Hold	7,793	–	–	0.18%	68
2015 Q4	$378K	Hold	7,793	–	–	0.17%	74
2015 Q3	$358K	Sell	7,793 -1,511	-16%	-$72.3K	0.17%	86
2015 Q2	$450K	Buy	9,304 +237	+3%	+$11.7K	0.16%	81
2015 Q1	$425K	Hold	9,067	–	–	0.16%	77
2014 Q4	$413K	Buy	+9,067	New	+$416K	0.16%	71

Other funds holding UL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

IPG Investment Advisors's UL Position: Q2 2021 in Review

IPG Investment Advisors sold out of Unilever (UL) in Q2 2021, closing a stake of 5,082 shares — an estimated $319K sold.

IPG Investment Advisors first reported a position in UL in Q4 2014 and held it in 26 quarters. The position peaked at $534K in Q2 2019. 1,038 funds tracked by Wall St. Rank hold UL as of Q2 2021.

IPG Investment Advisors reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
IPG Investment Advisors sold 5,082 Unilever shares in Q2 2021, an estimated $319K.
IPG Investment Advisors first reported a position in Unilever in Q4 2014 and held it in 26 quarters.
IPG Investment Advisors's Unilever position peaked at $534K in Q2 2019.
1,038 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on IPG Investment Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.