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Palo Capital’s Unilever UL Stock Holding History

Palo Capital’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
2018
Q4 		$580K Buy
9,876
+40
+0.4% +$2.41K 0.25% 98
2018
Q3 		$608K Hold
9,836
– – 0.22% 105
2018
Q2 		$612K Hold
9,836
– – 0.22% 117
2018
Q1 		$615K Buy
+9,836
New +$599K 0.22% 118

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Royal Bank of Canada
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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

Palo Capital's UL Position: Q4 2018 in Review

Palo Capital increased its Unilever (UL) stake by 0.41% in Q4 2018, buying an estimated $2.41K and bringing the position to 9,876 shares worth $580K. The position accounts for 0.25% of the portfolio, ranked #98.

Palo Capital first reported a position in UL in Q1 2018 and has held it in 4 quarters since. The position peaked at $615K in Q1 2018. 604 funds tracked by Wall St. Rank hold UL as of Q4 2018.

  • Palo Capital held 9,876 shares of Unilever worth $580K as of Q4 2018.
  • Palo Capital bought 40 Unilever shares in Q4 2018, an estimated $2.41K.
  • Unilever made up 0.25% of Palo Capital's portfolio in Q4 2018, its #98 holding.
  • Palo Capital first reported a position in Unilever in Q1 2018 and has held it in 4 quarters since.
  • Palo Capital's Unilever position peaked at $615K in Q1 2018.
  • 604 funds tracked by Wall St. Rank held Unilever as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.