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Kelman-Lazarov Inc’s Unilever UL Stock Holding History

Kelman-Lazarov Inc’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
-3,344
Closed -$208K – 104
2018
Q2 		$208K Sell
3,344
-178
-5% -$11.1K 0.11% 104
2018
Q1 		$220K Sell
3,522
-444
-11% -$27K 0.12% 102
2017
Q4 		$245K Buy
3,966
+33
+0.8% +$2.09K 0.13% 105
2017
Q3 		$256K Hold
3,933
– – 0.14% 103
2017
Q2 		$239K Sell
3,933
-111
-3% -$6.62K 0.13% 107
2017
Q1 		$224K Sell
4,044
-4,045
-50% -$205K 0.14% 98
2016
Q4 		$370K Sell
8,089
-355
-4% -$16.5K 0.21% 92
2016
Q3 		$454K Hold
8,444
– – 0.26% 84
2016
Q2 		$456K Hold
8,444
– – 0.26% 86
2016
Q1 		$428K Buy
+8,444
New +$411K 0.25% 92

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

Kelman-Lazarov Inc's UL Position: Q3 2018 in Review

Kelman-Lazarov Inc sold out of Unilever (UL) in Q3 2018, closing a stake of 3,344 shares — an estimated $208K sold.

Kelman-Lazarov Inc first reported a position in UL in Q1 2016 and held it in 10 quarters. The position peaked at $456K in Q2 2016. 588 funds tracked by Wall St. Rank hold UL as of Q3 2018.

  • Kelman-Lazarov Inc reported no remaining Unilever position as of Q3 2018 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,344 Unilever shares in Q3 2018, an estimated $208K.
  • Kelman-Lazarov Inc first reported a position in Unilever in Q1 2016 and held it in 10 quarters.
  • Kelman-Lazarov Inc's Unilever position peaked at $456K in Q2 2016.
  • 588 funds tracked by Wall St. Rank held Unilever as of Q3 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2018, filed 14 Nov 2018.