PIM
UL icon

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 $74.9B AUM 11.27% 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 $32.4B AUM 17.21% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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 $60.7B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return