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Nancy B. Gardiner’s Unilever UL Stock Holding History

Nancy B. Gardiner’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
2020
Q2 		$1.74M Buy
28,088
+164
+0.6% +$9.8K 2.87% 8
2020
Q1 		$1.59M Buy
27,924
+222
+0.8% +$13.9K 3.2% 6
2019
Q4 		$1.78M Buy
27,702
+22
+0.1% +$1.46K 2.85% 7
2019
Q3 		$1.87M Sell
27,680
-462
-2% -$32K 3.17% 5
2019
Q2 		$1.96M Sell
28,142
-285
-1% -$19.3K 3.2% 4
2019
Q1 		$1.85M Buy
28,427
+631
+2% +$38.4K 3.15% 6
2018
Q4 		$1.64M Buy
27,796
+76
+0.3% +$4.58K 3.32% 5
2018
Q3 		$1.72M Buy
27,720
+14,547
+110% +$918K 3.01% 7
2018
Q2 		$819K Buy
13,173
+826
+7% +$51.3K 2.43% 20
2018
Q1 		$771K Buy
12,347
+205
+2% +$12.5K 2.31% 21
2017
Q4 		$757K Sell
12,142
-3,205
-21% -$203K 2.11% 22
2017
Q3 		$1M Buy
15,347
+845
+6% +$54.3K 1.86% 24
2017
Q2 		$884K Buy
14,502
+327
+2% +$19.5K 1.8% 24
2017
Q1 		$787K Buy
14,175
+171
+1% +$8.65K 1.82% 25
2016
Q4 		$643K Buy
14,004
+2,755
+24% +$128K 1.63% 24
2016
Q3 		$600K Buy
11,249
+3,916
+53% +$207K 1.54% 25
2016
Q2 		$395K Buy
7,333
+755
+11% +$38.8K 1.27% 29
2016
Q1 		$334K Buy
6,578
+1,600
+32% +$77.8K 1.44% 28
2015
Q4 		$242K Buy
+4,978
New +$243K 1.18% 39

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nancy B. Gardiner's UL Position: Q2 2020 in Review

Nancy B. Gardiner increased its Unilever (UL) stake by 0.59% in Q2 2020, buying an estimated $9.8K and bringing the position to 28,088 shares worth $1.74M. The position accounts for 2.87% of the portfolio, ranked #8.

Nancy B. Gardiner first reported a position in UL in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.96M in Q2 2019. 679 funds tracked by Wall St. Rank hold UL as of Q2 2020.

  • Nancy B. Gardiner held 28,088 shares of Unilever worth $1.74M as of Q2 2020.
  • Nancy B. Gardiner bought 164 Unilever shares in Q2 2020, an estimated $9.8K.
  • Unilever made up 2.87% of Nancy B. Gardiner's portfolio in Q2 2020, its #8 holding.
  • Nancy B. Gardiner first reported a position in Unilever in Q4 2015 and has held it in 19 quarters since.
  • Nancy B. Gardiner's Unilever position peaked at $1.96M in Q2 2019.
  • 679 funds tracked by Wall St. Rank held Unilever as of Q2 2020.

Based on Nancy B. Gardiner's 13F filing for Q2 2020, filed 28 Jul 2020.