KLWA
UL icon

Kelly Lawrence W & Associates’s Unilever UL Stock Holding History

Kelly Lawrence W & Associates’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
2017
Q2 		– Sell
-1,200
Closed -$67K – 195
2017
Q1 		$67K Hold
1,200
– – 0.01% 118
2016
Q4 		$55K Sell
1,200
-1,067
-47% -$49.7K 0.01% 124
2016
Q3 		$121K Hold
2,267
– – 0.03% 106
2016
Q2 		$122K Buy
2,267
+1,200
+112% +$61.6K 0.03% 107
2016
Q1 		$54K Hold
1,067
– – 0.01% 120
2015
Q4 		$52K Hold
1,067
– – 0.01% 125
2015
Q3 		$49K Buy
+1,067
New +$51K 0.01% 115

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return