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Progressive Investment Management’s Unilever UL Stock Holding History

Progressive Investment 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
2018
Q1 		– Sell
-48,412
Closed -$3.01M – 43
2017
Q4 		$3.01M Buy
48,412
+1,121
+2% +$71K 2.02% 29
2017
Q3 		$3.08M Buy
47,291
+253
+0.5% +$16.3K 2.32% 21
2017
Q2 		$2.86M Sell
47,038
-127
-0.3% -$7.57K 2.23% 22
2017
Q1 		$2.62M Buy
47,165
+554
+1% +$28K 2.18% 24
2016
Q4 		$2.13M Buy
46,611
+579
+1% +$27K 1.95% 30
2016
Q3 		$2.46M Buy
46,032
+341
+0.7% +$18K 2.28% 21
2016
Q2 		$2.46M Buy
45,691
+1,236
+3% +$63.5K 2.39% 18
2016
Q1 		$2.26M Buy
+44,455
New +$2.16M 2.3% 18
2014
Q1 		– Sell
-20,658
Closed -$957K – 57
2013
Q4 		$957K Sell
20,658
-141
-0.7% -$6.31K 0.33% 42
2013
Q3 		$903K Sell
20,799
-645
-3% -$29.3K 0.34% 43
2013
Q2 		$976K Buy
+21,444
New +$1.02M 0.38% 40

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Progressive Investment Management's UL Position: Q1 2018 in Review

Progressive Investment Management sold out of Unilever (UL) in Q1 2018, closing a stake of 48,412 shares — an estimated $3.01M sold.

Progressive Investment Management first reported a position in UL in Q2 2013 and held it in 11 quarters. The position peaked at $3.08M in Q3 2017. 603 funds tracked by Wall St. Rank hold UL as of Q1 2018.

  • Progressive Investment Management reported no remaining Unilever position as of Q1 2018 after selling out during the quarter.
  • Progressive Investment Management sold 48,412 Unilever shares in Q1 2018, an estimated $3.01M.
  • Progressive Investment Management first reported a position in Unilever in Q2 2013 and held it in 11 quarters.
  • Progressive Investment Management's Unilever position peaked at $3.08M in Q3 2017.
  • 603 funds tracked by Wall St. Rank held Unilever as of Q1 2018.

Based on Progressive Investment Management's 13F filing for Q1 2018, filed 2 May 2018.