LexAurum Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

LexAurum Advisors’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	-3,948	Closed	-$238K	–	249
2020 Q3	$238K	Hold	3,948	–	–	0.1%	198
2020 Q2	$210K	Buy	+3,948	New	+$201K	0.11%	187
2019 Q4	–	Sell	-3,663	Closed	-$220K	–	214
2019 Q3	$220K	Hold	3,663	–	–	0.13%	169
2019 Q2	$222K	Buy	+3,663	New	+$219K	0.14%	150
2019 Q1	–	Sell	-4,038	Closed	-$217K	–	180
2018 Q4	$217K	Hold	4,038	–	–	0.17%	129
2018 Q3	$224K	Buy	+4,038	New	+$229K	0.16%	133

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

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

LexAurum Advisors's UN Position: Q4 2020 in Review

LexAurum Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 3,948 shares — an estimated $238K sold.

LexAurum Advisors first reported a position in UN in Q3 2018 and held it in 6 quarters. The position peaked at $238K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

LexAurum Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
LexAurum Advisors sold 3,948 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $238K.
LexAurum Advisors first reported a position in Unilever NV New York Registry Shares in Q3 2018 and held it in 6 quarters.
LexAurum Advisors's Unilever NV New York Registry Shares position peaked at $238K in Q3 2020.
7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on LexAurum Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.