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Moon Capital Management (Tennessee)’s Unilever UL Stock Holding History

Moon Capital Management (Tennessee)’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
2014
Q2 		– Sell
-39,052
Closed -$1.88M – 44
2014
Q1 		$1.88M Buy
39,052
+1,289
+3% +$58.2K 2.54% 15
2013
Q4 		$1.75M Buy
37,763
+1,638
+5% +$73.3K 2.51% 16
2013
Q3 		$1.57M Buy
+36,125
New +$1.64M 2.23% 21

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FMI
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Dodge & Cox
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SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
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Moon Capital Management (Tennessee)'s UL Position: Q2 2014 in Review

Moon Capital Management (Tennessee) sold out of Unilever (UL) in Q2 2014, closing a stake of 39,052 shares — an estimated $1.88M sold.

Moon Capital Management (Tennessee) first reported a position in UL in Q3 2013 and held it in 3 quarters. The position peaked at $1.88M in Q1 2014. 416 funds tracked by Wall St. Rank hold UL as of Q2 2014.

  • Moon Capital Management (Tennessee) reported no remaining Unilever position as of Q2 2014 after selling out during the quarter.
  • Moon Capital Management (Tennessee) sold 39,052 Unilever shares in Q2 2014, an estimated $1.88M.
  • Moon Capital Management (Tennessee) first reported a position in Unilever in Q3 2013 and held it in 3 quarters.
  • Moon Capital Management (Tennessee)'s Unilever position peaked at $1.88M in Q1 2014.
  • 416 funds tracked by Wall St. Rank held Unilever as of Q2 2014.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q2 2014, filed 14 Jul 2014.