Mountain Capital Investment Advisors’s Unilever UL Stock Holding History

Mountain Capital Investment Advisors’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 Q2	–	Sell	-9,253	Closed	-$592K	–	149
2021 Q1	$592K	Buy	9,253 +5,192	+128%	+$331K	0.3%	110
2020 Q4	$272K	Buy	4,061 +585	+17%	+$39.7K	0.16%	122
2020 Q3	$247K	Buy	+3,476	New	+$232K	0.16%	94
2017 Q4	–	Sell	-316	Closed	-$21K	–	401
2017 Q3	$21K	Hold	316	–	–	0.02%	179
2017 Q2	$19K	Buy	+316	New	+$18.8K	0.02%	218

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mountain Capital Investment Advisors's UL Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Unilever (UL) in Q2 2021, closing a stake of 9,253 shares — an estimated $592K sold.

Mountain Capital Investment Advisors first reported a position in UL in Q2 2017 and held it in 5 quarters. The position peaked at $592K in Q1 2021. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

Mountain Capital Investment Advisors reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 9,253 Unilever shares in Q2 2021, an estimated $592K.
Mountain Capital Investment Advisors first reported a position in Unilever in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's Unilever position peaked at $592K in Q1 2021.
1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.