McKinley Capital Management’s Unilever UL Stock Holding History

McKinley Capital Management’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
2021 Q1	–	Sell	-7,830	Closed	-$531K	–	193
2020 Q4	$531K	Buy	+7,830	New	+$531K	0.04%	174
2017 Q1	–	Sell	-1,465	Closed	-$67K	–	550
2016 Q4	$67K	Sell	1,465 -6,784	-82%	-$316K	﹤0.01%	395
2016 Q3	$440K	Buy	8,249 +2,410	+41%	+$127K	0.02%	288
2016 Q2	$315K	Hold	5,839	–	–	0.02%	290
2016 Q1	$297K	Buy	+5,839	New	+$284K	0.01%	273

Other funds holding UL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FMI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

McKinley Capital Management's UL Position: Q1 2021 in Review

McKinley Capital Management sold out of Unilever (UL) in Q1 2021, closing a stake of 7,830 shares — an estimated $531K sold.

McKinley Capital Management first reported a position in UL in Q1 2016 and held it in 5 quarters. The position peaked at $531K in Q4 2020. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

McKinley Capital Management reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
McKinley Capital Management sold 7,830 Unilever shares in Q1 2021, an estimated $531K.
McKinley Capital Management first reported a position in Unilever in Q1 2016 and held it in 5 quarters.
McKinley Capital Management's Unilever position peaked at $531K in Q4 2020.
1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on McKinley Capital Management's 13F filing for Q1 2021, filed 21 Apr 2021.