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MC
UN
Montag & Caldwell’s
Unilever NV New York Registry Shares
UN
Stock Holding History
Montag & Caldwell’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
2013
Q3
–
Sell
-6,709,195
Closed
-$264M
–
104
2013
Q2
$264M
Buy
+6,709,195
New
+$276M
1.98%
30
Other funds holding UN
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$535B AUM
26.23%
1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
GRQ
Gardner Russo & Quinn
Lancaster, Pennsylvania
$8.5B AUM
9.79%
1-Year Est. Return
BA
BlackRock Advisors
Wilmington, Delaware
$92.2B AUM
15.8%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SCCM
Schafer Cullen Capital Management
New York
$491M AUM
41.48%
1-Year Est. Return
WI
WHV Investments
San Francisco, California
$187M AUM
14.29%
1-Year Est. Return
MAA
Managed Account Advisors
Jersey City, New Jersey
$121B AUM
7.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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