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Robert N. Shapiro’s Unilever UL Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.21M Sell
26,593
-2,740
-9% -$126K 0.24% 117
2014
Q3 		$1.38M Sell
29,333
-3,911
-12% -$193K 0.26% 116
2014
Q2 		$1.7M Buy
33,244
+2,563
+8% +$128K 0.32% 102
2014
Q1 		$1.48M Buy
30,681
+5,448
+22% +$246K 0.27% 118
2013
Q4 		$1.17M Buy
25,233
+22,342
+773% +$1,000K 0.21% 125
2013
Q3 		$125K Sell
2,891
-71
-2% -$3.22K 0.02% 365
2013
Q2 		$135K Buy
+2,962
New +$141K 0.03% 318

Other funds holding UL

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Robert N. Shapiro's UL Position: Q4 2014 in Review

Robert N. Shapiro reduced its Unilever (UL) stake by 9.3% in Q4 2014, selling an estimated $126K and leaving 26,593 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #117.

Robert N. Shapiro first reported a position in UL in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2014. 461 funds tracked by Wall St. Rank hold UL as of Q4 2014.

  • Robert N. Shapiro held 26,593 shares of Unilever worth $1.21M as of Q4 2014.
  • Robert N. Shapiro sold 2,740 Unilever shares in Q4 2014, an estimated $126K.
  • Unilever made up 0.24% of Robert N. Shapiro's portfolio in Q4 2014, its #117 holding.
  • Robert N. Shapiro first reported a position in Unilever in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Unilever position peaked at $1.7M in Q2 2014.
  • 461 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.