RMR Wealth Builders’s Unilever NV New York Registry Shares UN Stock Holding History

RMR Wealth Builders’s Portfolio UN Stock Details UN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,430	Closed	-$129K	–	498
2020 Q2	$129K	Buy	+2,430	New	+$124K	0.12%	145
2019 Q4	$77K	Buy	+1,348	New	+$79.6K	0.07%	194

Other funds holding UN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's UN Position: Q3 2020 in Review

RMR Wealth Builders sold out of Unilever NV New York Registry Shares (UN) in Q3 2020, closing a stake of 2,430 shares — an estimated $129K sold.

RMR Wealth Builders first reported a position in UN in Q4 2019 and held it in 2 quarters. The position peaked at $129K in Q2 2020. 619 funds tracked by Wall St. Rank hold UN as of Q3 2020.

RMR Wealth Builders reported no remaining Unilever NV New York Registry Shares position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 2,430 Unilever NV New York Registry Shares shares in Q3 2020, an estimated $129K.
RMR Wealth Builders first reported a position in Unilever NV New York Registry Shares in Q4 2019 and held it in 2 quarters.
RMR Wealth Builders's Unilever NV New York Registry Shares position peaked at $129K in Q2 2020.
619 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.