MFG
UL icon

Magnus Financial Group’s Unilever UL Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-5,812
Closed -$359K – 624
2020
Q2 		$359K Hold
5,812
– – 0.04% 269
2020
Q1 		$331K Buy
+5,812
New +$365K 0.05% 240

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MNG
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Bank of America
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Morgan Stanley
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HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Magnus Financial Group's UL Position: Q3 2020 in Review

Magnus Financial Group sold out of Unilever (UL) in Q3 2020, closing a stake of 5,812 shares — an estimated $359K sold.

Magnus Financial Group first reported a position in UL in Q1 2020 and held it in 2 quarters. The position peaked at $359K in Q2 2020. 686 funds tracked by Wall St. Rank hold UL as of Q3 2020.

  • Magnus Financial Group reported no remaining Unilever position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 5,812 Unilever shares in Q3 2020, an estimated $359K.
  • Magnus Financial Group first reported a position in Unilever in Q1 2020 and held it in 2 quarters.
  • Magnus Financial Group's Unilever position peaked at $359K in Q2 2020.
  • 686 funds tracked by Wall St. Rank held Unilever as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.