LGC
UL icon

Laurel Grove Capital’s Unilever UL Stock Holding History

Laurel Grove Capital’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
2013
Q4 		– Sell
-5,156
Closed -$224K – 99
2013
Q3 		$224K Buy
5,156
+445
+9% +$20.2K 0.15% 91
2013
Q2 		$214K Buy
+4,711
New +$224K 0.15% 93

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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Laurel Grove Capital's UL Position: Q4 2013 in Review

Laurel Grove Capital sold out of Unilever (UL) in Q4 2013, closing a stake of 5,156 shares — an estimated $224K sold.

Laurel Grove Capital first reported a position in UL in Q2 2013 and held it in 2 quarters. The position peaked at $224K in Q3 2013. 391 funds tracked by Wall St. Rank hold UL as of Q4 2013.

  • Laurel Grove Capital reported no remaining Unilever position as of Q4 2013 after selling out during the quarter.
  • Laurel Grove Capital sold 5,156 Unilever shares in Q4 2013, an estimated $224K.
  • Laurel Grove Capital first reported a position in Unilever in Q2 2013 and held it in 2 quarters.
  • Laurel Grove Capital's Unilever position peaked at $224K in Q3 2013.
  • 391 funds tracked by Wall St. Rank held Unilever as of Q4 2013.

Based on Laurel Grove Capital's 13F filing for Q4 2013, filed 29 Jan 2014.