PAM
UL icon

Princeton Alpha Management’s Unilever UL Stock Holding History

Princeton Alpha Management’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
2016
Q2 		– Sell
-5,157
Closed -$262K – 974
2016
Q1 		$262K Sell
5,157
-4,915
-49% -$239K 0.04% 553
2015
Q4 		$489K Buy
+10,072
New +$491K 0.08% 342
2015
Q3 		– Sell
-9,857
Closed -$476K – 913
2015
Q2 		$476K Sell
9,857
-2,067
-17% -$102K 0.09% 317
2015
Q1 		$559K Sell
11,924
-1,238
-9% -$59.3K 0.12% 241
2014
Q4 		$599K Sell
13,162
-3,715
-22% -$170K 0.17% 166
2014
Q3 		$796K Buy
+16,877
New +$833K 0.18% 150
2014
Q2 		– Sell
-7,184
Closed -$346K – 848
2014
Q1 		$346K Sell
7,184
-414
-5% -$18.7K 0.11% 297
2013
Q4 		$352K Buy
+7,598
New +$340K 0.26% 137

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FMI
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Harris Associates
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Federated Hermes
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Wells Fargo
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Artisan Partners
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return