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Rikoon Group’s Unilever UL Stock Holding History

Rikoon Group’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
2021
Q1 		$588K Hold
9,368
– – 0.16% 133
2020
Q4 		$636K Buy
+9,368
New +$636K 0.18% 118

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rikoon Group's UL Position: Q1 2021 in Review

Rikoon Group held its Unilever (UL) position steady in Q1 2021 at 9,368 shares worth $588K. The position accounts for 0.16% of the portfolio, ranked #133.

Rikoon Group first reported a position in UL in Q4 2020 and has held it in 2 quarters since. The position peaked at $636K in Q4 2020. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Rikoon Group held 9,368 shares of Unilever worth $588K as of Q1 2021.
  • Rikoon Group left its Unilever share count unchanged in Q1 2021.
  • Unilever made up 0.16% of Rikoon Group's portfolio in Q1 2021, its #133 holding.
  • Rikoon Group first reported a position in Unilever in Q4 2020 and has held it in 2 quarters since.
  • Rikoon Group's Unilever position peaked at $636K in Q4 2020.
  • 1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.