Lourd Capital’s Unilever UL Stock Holding History

Lourd 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
2018 Q1	–	Sell	-3,575	Closed	-$223K	–	321
2017 Q4	$223K	Buy	+3,575	New	+$227K	0.01%	310

Other funds holding UL

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lourd Capital's UL Position: Q1 2018 in Review

Lourd Capital sold out of Unilever (UL) in Q1 2018, closing a stake of 3,575 shares — an estimated $223K sold.

Lourd Capital first reported a position in UL in Q4 2017 and held it in 1 quarter. The position peaked at $223K in Q4 2017. 602 funds tracked by Wall St. Rank hold UL as of Q1 2018.

Lourd Capital reported no remaining Unilever position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 3,575 Unilever shares in Q1 2018, an estimated $223K.
Lourd Capital first reported a position in Unilever in Q4 2017 and held it in 1 quarter.
Lourd Capital's Unilever position peaked at $223K in Q4 2017.
602 funds tracked by Wall St. Rank held Unilever as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.