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Permanens Capital’s Unilever UL Stock Holding History

Permanens 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
2020
Q1 		– Sell
-108
Closed -$7K – 137
2019
Q4 		$7K Hold
108
– – ﹤0.01% 110
2019
Q3 		$7K Hold
108
– – ﹤0.01% 77
2019
Q2 		$7K Hold
108
– – ﹤0.01% 78
2019
Q1 		$7K Buy
+108
New +$6.58K ﹤0.01% 76

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Permanens Capital's UL Position: Q1 2020 in Review

Permanens Capital sold out of Unilever (UL) in Q1 2020, closing a stake of 108 shares — an estimated $7K sold.

Permanens Capital first reported a position in UL in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 670 funds tracked by Wall St. Rank hold UL as of Q1 2020.

  • Permanens Capital reported no remaining Unilever position as of Q1 2020 after selling out during the quarter.
  • Permanens Capital sold 108 Unilever shares in Q1 2020, an estimated $7K.
  • Permanens Capital first reported a position in Unilever in Q1 2019 and held it in 4 quarters.
  • Permanens Capital's Unilever position peaked at $7K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Unilever as of Q1 2020.

Based on Permanens Capital's 13F filing for Q1 2020, filed 15 May 2020.