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NCM
New Capital Management’s
Unilever
UL
Stock Holding History
New Capital Management’s Portfolio
UL Stock Details
UL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-267
Closed
-$16K
–
145
2018
Q3
$16K
Hold
267
–
–
0.03%
106
2018
Q2
$17K
Hold
267
–
–
0.03%
101
2018
Q1
$17K
Hold
267
–
–
0.04%
108
2017
Q4
$17K
Hold
267
–
–
0.02%
111
2017
Q3
$17K
Hold
267
–
–
0.03%
107
2017
Q2
$15K
Hold
267
–
–
0.03%
118
2017
Q1
$15K
Hold
267
–
–
0.03%
117
2016
Q4
$12K
Buy
+267
New
+$12.4K
0.02%
119
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6.78%
1-Year Est. Return
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23.27%
1-Year Est. Return
Royal Bank of Canada
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1-Year Est. Return
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17.21%
1-Year Est. Return
HL
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$9.72B AUM
22.38%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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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