LWM
UL icon

Lenox Wealth Management’s Unilever UL Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$31K Sell
514
-19
-4% -$1.14K 0.01% 312
2020
Q1 		$30K Buy
533
+157
+42% +$9.85K 0.01% 294
2019
Q4 		$24K Sell
376
-162
-30% -$10.8K 0.01% 345
2019
Q3 		$36K Buy
538
+35
+7% +$2.42K 0.01% 294
2019
Q2 		$35K Buy
503
+348
+225% +$23.6K 0.01% 281
2019
Q1 		$10K Buy
155
+41
+36% +$2.5K ﹤0.01% 444
2018
Q4 		$7K Sell
114
-169
-60% -$10.2K ﹤0.01% 435
2018
Q3 		$17K Buy
283
+135
+91% +$8.52K 0.01% 349
2018
Q2 		$9K Buy
148
+89
+151% +$5.53K ﹤0.01% 382
2018
Q1 		$3K Sell
59
-25
-30% -$1.52K ﹤0.01% 426
2017
Q4 		$3K Buy
+84
New +$5.32K ﹤0.01% 449

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return