MWA
UN

Meridian Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Meridian Wealth Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,230
Closed -$376K – 187
2020
Q3 		$376K Sell
6,230
-4
-0.1% -$232 0.16% 112
2020
Q2 		$332K Buy
6,234
+27
+0.4% +$1.37K 0.15% 119
2020
Q1 		$303K Buy
6,207
+36
+0.6% +$1.97K 0.17% 103
2019
Q4 		$355K Buy
6,171
+24
+0.4% +$1.42K 0.14% 114
2019
Q3 		$369K Buy
+6,147
New +$369K 0.16% 109
2019
Q1 		– Sell
-1,150
Closed -$62K – 462
2018
Q4 		$62K Buy
+1,150
New +$62.8K 0.05% 223

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Meridian Wealth Advisors's UN Position: Q4 2020 in Review

Meridian Wealth Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 6,230 shares — an estimated $376K sold.

Meridian Wealth Advisors first reported a position in UN in Q4 2018 and held it in 6 quarters. The position peaked at $376K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Meridian Wealth Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Meridian Wealth Advisors sold 6,230 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $376K.
  • Meridian Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q4 2018 and held it in 6 quarters.
  • Meridian Wealth Advisors's Unilever NV New York Registry Shares position peaked at $376K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Meridian Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.