LNWWM
UN

Laird Norton Wetherby Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Laird Norton Wetherby 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
-34,525
Closed -$2.08M – 934
2020
Q3 		$2.08M Sell
34,525
-1,146
-3% -$66.4K 0.19% 106
2020
Q2 		$1.9M Buy
35,671
+6,223
+21% +$316K 0.18% 113
2020
Q1 		$1.44M Buy
29,448
+46
+0.2% +$2.52K 0.16% 123
2019
Q4 		$1.69M Sell
29,402
-3,060
-9% -$181K 0.17% 141
2019
Q3 		$1.95M Buy
32,462
+471
+1% +$28.3K 0.2% 115
2019
Q2 		$1.94M Buy
31,991
+2,198
+7% +$132K 0.21% 106
2019
Q1 		$1.74M Sell
29,793
-144
-0.5% -$7.91K 0.22% 106
2018
Q4 		$1.61M Sell
29,937
-104
-0.3% -$5.68K 0.23% 101
2018
Q3 		$1.67M Buy
30,041
+1,306
+5% +$73.9K 0.21% 108
2018
Q2 		$1.6M Buy
28,735
+937
+3% +$52.4K 0.22% 99
2018
Q1 		$1.57M Buy
27,798
+1,471
+6% +$80.8K 0.22% 97
2017
Q4 		$1.48M Buy
26,327
+334
+1% +$19.2K 0.21% 103
2017
Q3 		$1.53M Buy
25,993
+724
+3% +$42.2K 0.23% 94
2017
Q2 		$1.4M Buy
25,269
+1,081
+4% +$58.4K 0.24% 89
2017
Q1 		$1.2M Buy
24,188
+2,816
+13% +$126K 0.22% 102
2016
Q4 		$878K Sell
21,372
-1,867
-8% -$77.3K 0.17% 135
2016
Q3 		$1.07M Buy
23,239
+1,358
+6% +$62.6K 0.22% 104
2016
Q2 		$1.03M Buy
21,881
+1,981
+10% +$88.8K 0.23% 92
2016
Q1 		$889K Sell
19,900
-269
-1% -$11.6K 0.21% 106
2015
Q4 		$874K Buy
20,169
+1,459
+8% +$63.9K 0.21% 108
2015
Q3 		$752K Buy
18,710
+936
+5% +$39.4K 0.19% 110
2015
Q2 		$744K Buy
17,774
+595
+3% +$25.7K 0.18% 122
2015
Q1 		$717K Buy
17,179
+1,243
+8% +$52.1K 0.17% 125
2014
Q4 		$622K Buy
15,936
+365
+2% +$14.3K 0.16% 145
2014
Q3 		$618K Sell
15,571
-96
-0.6% -$4K 0.17% 143
2014
Q2 		$686K Sell
15,667
-601
-4% -$25.8K 0.19% 127
2014
Q1 		$669K Buy
16,268
+514
+3% +$20K 0.19% 131
2013
Q4 		$634K Sell
15,754
-549
-3% -$21.4K 0.18% 138
2013
Q3 		$615K Buy
16,303
+51
+0.3% +$2.02K 0.19% 134
2013
Q2 		$639K Buy
+16,252
New +$669K 0.22% 103

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

Laird Norton Wetherby Wealth Management's UN Position: Q4 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 34,525 shares — an estimated $2.08M sold.

Laird Norton Wetherby Wealth Management first reported a position in UN in Q2 2013 and held it in 30 quarters. The position peaked at $2.08M in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 34,525 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $2.08M.
  • Laird Norton Wetherby Wealth Management first reported a position in Unilever NV New York Registry Shares in Q2 2013 and held it in 30 quarters.
  • Laird Norton Wetherby Wealth Management's Unilever NV New York Registry Shares position peaked at $2.08M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.