Lehman Financial Resources’s Unilever UL Stock Holding History

Lehman Financial Resources’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 Q1	–	Sell	-88,069	Closed	-$4.03M	–	65
2016 Q4	$4.03M	Buy	88,069 +1,693	+2%	+$78.9K	2.3%	16
2016 Q3	$4.61M	Buy	86,376 +1,071	+1%	+$56.6K	2.66%	13
2016 Q2	$4.6M	Sell	85,305 -662	-0.8%	-$34K	2.31%	11
2016 Q1	$4.37M	Sell	85,967 -797	-0.9%	-$38.8K	2.33%	12
2015 Q4	$4.21M	Buy	86,764 +272	+0.3%	+$13.3K	2.27%	13
2015 Q3	$3.97M	Buy	86,492 +1,068	+1%	+$51.1K	2.02%	13
2015 Q2	$4.13M	Sell	85,424 -888	-1%	-$43.9K	2%	13
2015 Q1	$4.05M	Buy	86,312 +1,156	+1%	+$55.4K	1.86%	12
2014 Q4	$3.88M	Buy	85,156 +83,289	+4,461%	+$3.82M	1.9%	13
2014 Q3	$88K	Hold	1,867	–	–	0.05%	103
2014 Q2	$95K	Hold	1,867	–	–	0.05%	96
2014 Q1	$90K	Buy	1,867 +623	+50%	+$28.1K	0.05%	99
2013 Q4	$58K	Hold	1,244	–	–	0.04%	110
2013 Q3	$54K	Buy	+1,244	New	+$56.4K	0.03%	108

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Lehman Financial Resources's UL Position: Q1 2017 in Review

Lehman Financial Resources sold out of Unilever (UL) in Q1 2017, closing a stake of 88,069 shares — an estimated $4.03M sold.

Lehman Financial Resources first reported a position in UL in Q3 2013 and held it in 14 quarters. The position peaked at $4.61M in Q3 2016. 556 funds tracked by Wall St. Rank hold UL as of Q1 2017.

Lehman Financial Resources reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
Lehman Financial Resources sold 88,069 Unilever shares in Q1 2017, an estimated $4.03M.
Lehman Financial Resources first reported a position in Unilever in Q3 2013 and held it in 14 quarters.
Lehman Financial Resources's Unilever position peaked at $4.61M in Q3 2016.
556 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on Lehman Financial Resources's 13F filing for Q1 2017, filed 15 May 2017.