Jackson Square Capital’s Unilever UL Stock Holding History

Jackson Square Capital’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 Q1	–	Sell	-2,959	Closed	-$201K	–	174
2020 Q4	$201K	Buy	2,959 +2,722	+1,149%	+$185K	0.08%	144
2020 Q3	$16K	Sell	237 -45	-16%	-$3K	0.01%	236
2020 Q2	$17K	Hold	282	–	–	0.01%	209
2020 Q1	$16K	Hold	282	–	–	0.01%	184
2019 Q4	$18K	Buy	+282	New	+$18.7K	0.01%	221

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jackson Square Capital's UL Position: Q1 2021 in Review

Jackson Square Capital sold out of Unilever (UL) in Q1 2021, closing a stake of 2,959 shares — an estimated $201K sold.

Jackson Square Capital first reported a position in UL in Q4 2019 and held it in 5 quarters. The position peaked at $201K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

Jackson Square Capital reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
Jackson Square Capital sold 2,959 Unilever shares in Q1 2021, an estimated $201K.
Jackson Square Capital first reported a position in Unilever in Q4 2019 and held it in 5 quarters.
Jackson Square Capital's Unilever position peaked at $201K in Q4 2020.
1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Jackson Square Capital's 13F filing for Q1 2021, filed 18 May 2021.