JG
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Joel Greenblatt’s Unilever UL Stock Holding History

Joel Greenblatt’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
2018
Q3 		– Sell
-3,855
Closed -$240K – 1028
2018
Q2 		$240K Sell
3,855
-1,325
-26% -$82.3K ﹤0.01% 812
2018
Q1 		$324K Buy
+5,180
New +$315K ﹤0.01% 801
2017
Q3 		– Sell
-29,500
Closed -$1.8M – 1048
2017
Q2 		$1.8M Buy
29,500
+48
+0.2% +$2.86K 0.03% 537
2017
Q1 		$1.64M Sell
29,452
-394
-1% -$19.9K 0.02% 584
2016
Q4 		$1.37M Buy
29,846
+622
+2% +$29K 0.02% 556
2016
Q3 		$1.56M Sell
29,224
-174
-0.6% -$9.19K 0.02% 540
2016
Q2 		$1.58M Sell
29,398
-30,222
-51% -$1.55M 0.02% 560
2016
Q1 		$3.03M Buy
59,620
+205
+0.3% +$9.97K 0.03% 517
2015
Q4 		$2.88M Buy
59,415
+394
+0.7% +$19.2K 0.03% 483
2015
Q3 		$2.71M Sell
59,021
-35,163
-37% -$1.68M 0.03% 508
2015
Q2 		$4.55M Sell
94,184
-4,423
-4% -$219K 0.04% 466
2015
Q1 		$4.63M Sell
98,607
-366
-0.4% -$17.5K 0.04% 437
2014
Q4 		$4.51M Buy
98,973
+1
+0% +$46 0.04% 436
2014
Q3 		$4.67M Sell
98,972
-504
-0.5% -$24.9K 0.05% 416
2014
Q2 		$5.07M Sell
99,476
-677
-0.7% -$33.9K 0.06% 392
2014
Q1 		$4.82M Buy
100,153
+633
+0.6% +$28.6K 0.07% 365
2013
Q4 		$4.61M Buy
+99,520
New +$4.45M 0.11% 299

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joel Greenblatt's UL Position: Q3 2018 in Review

Joel Greenblatt sold out of Unilever (UL) in Q3 2018, closing a stake of 3,855 shares — an estimated $240K sold.

Joel Greenblatt first reported a position in UL in Q4 2013 and held it in 17 quarters. The position peaked at $5.07M in Q2 2014. 589 funds tracked by Wall St. Rank hold UL as of Q3 2018.

  • Joel Greenblatt reported no remaining Unilever position as of Q3 2018 after selling out during the quarter.
  • Joel Greenblatt sold 3,855 Unilever shares in Q3 2018, an estimated $240K.
  • Joel Greenblatt first reported a position in Unilever in Q4 2013 and held it in 17 quarters.
  • Joel Greenblatt's Unilever position peaked at $5.07M in Q2 2014.
  • 589 funds tracked by Wall St. Rank held Unilever as of Q3 2018.

Based on Gotham Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.