LWM
UN

Liberty Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Liberty 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
-151
Closed -$9K – 1115
2020
Q3 		$9K Hold
151
– – 0.01% 546
2020
Q2 		$8K Sell
151
-23
-13% -$1.17K 0.01% 536
2020
Q1 		$8K Buy
174
+23
+15% +$1.26K 0.01% 509
2019
Q4 		$9K Buy
151
+26
+21% +$1.54K 0.01% 574
2019
Q3 		$8K Buy
125
+99
+381% +$5.95K 0.01% 569
2019
Q2 		$2K Hold
26
– – ﹤0.01% 793
2019
Q1 		$1K Buy
+26
New +$1.43K ﹤0.01% 714

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

Liberty Wealth Management's UN Position: Q4 2020 in Review

Liberty Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 151 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in UN in Q1 2019 and held it in 7 quarters. The position peaked at $9K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Liberty Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 151 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $9K.
  • Liberty Wealth Management first reported a position in Unilever NV New York Registry Shares in Q1 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Unilever NV New York Registry Shares position peaked at $9K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.