McAdam LLC’s Unilever UL Stock Holding History

McAdam LLC’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 Q4	–	Sell	-128	Closed	-$8K	–	567
2018 Q3	$8K	Hold	128	–	–	﹤0.01%	370
2018 Q2	$8K	Hold	128	–	–	﹤0.01%	351
2018 Q1	$8K	Buy	+128	New	+$7.79K	﹤0.01%	358

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MNG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McAdam LLC's UL Position: Q4 2018 in Review

McAdam LLC sold out of Unilever (UL) in Q4 2018, closing a stake of 128 shares — an estimated $8K sold.

McAdam LLC first reported a position in UL in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 604 funds tracked by Wall St. Rank hold UL as of Q4 2018.

McAdam LLC reported no remaining Unilever position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 128 Unilever shares in Q4 2018, an estimated $8K.
McAdam LLC first reported a position in Unilever in Q1 2018 and held it in 3 quarters.
McAdam LLC's Unilever position peaked at $8K in Q3 2018.
604 funds tracked by Wall St. Rank held Unilever as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.