McKinley Capital Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,809
| Closed | -$531K | – | 193 |
|
|
2020
Q4 | $531K | Buy |
+8,809
| New | +$531K | 0.04% | 174 |
|
|
2017
Q1 | – | Sell |
-1,648
| Closed | -$67K | – | 550 |
|
|
2016
Q4 | $67K | Sell |
1,648
-7,632
| -82% | -$310K | ﹤0.01% | 395 |
|
|
2016
Q3 | $440K | Buy |
9,280
+2,711
| +41% | +$129K | 0.02% | 288 |
|
|
2016
Q2 | $315K | Hold |
6,569
| – | – | 0.02% | 290 |
|
|
2016
Q1 | $297K | Buy |
+6,569
| New | +$297K | 0.01% | 273 |
|