JWM
UN

Jeppson Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Jeppson Wealth Management’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
-1,000
Closed -$60K – 511
2020
Q3 		$60K Buy
+1,000
New +$57.9K 0.05% 206

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

Jeppson Wealth Management's UN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 1,000 shares — an estimated $60K sold.

Jeppson Wealth Management first reported a position in UN in Q3 2020 and held it in 1 quarter. The position peaked at $60K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,000 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $60K.
  • Jeppson Wealth Management first reported a position in Unilever NV New York Registry Shares in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Unilever NV New York Registry Shares position peaked at $60K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.