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Lupo Securities’s Unilever UL Stock Holding History

Lupo Securities’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
2015
Q3 		$1M Buy
17,778
+4,445
+33% +$213K 7.56% 4
2015
Q2 		$687K Buy
13,333
+10,160
+320% +$502K 2.75% 8
2015
Q1 		$149K Buy
+3,173
New +$152K 0.23% 74

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MNA
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lupo Securities's UL Position: Q3 2015 in Review

Lupo Securities increased its Unilever (UL) stake by 33% in Q3 2015, buying an estimated $213K and bringing the position to 17,778 shares worth $1M. The position accounts for 7.56% of the portfolio, ranked #4.

Lupo Securities first reported a position in UL in Q1 2015 and has held it in 3 quarters since. 488 funds tracked by Wall St. Rank hold UL as of Q3 2015.

  • Lupo Securities held 17,778 shares of Unilever worth $1M as of Q3 2015.
  • Lupo Securities bought 4,445 Unilever shares in Q3 2015, an estimated $213K.
  • Unilever made up 7.56% of Lupo Securities's portfolio in Q3 2015, its #4 holding.
  • Lupo Securities first reported a position in Unilever in Q1 2015 and has held it in 3 quarters since.
  • 488 funds tracked by Wall St. Rank held Unilever as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.