Ruggie Capital Group’s Unilever UL Stock Holding History

Ruggie Capital 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
2019 Q1	–	Sell	-118	Closed	-$7K	–	443
2018 Q4	$7K	Buy	+118	New	+$7.11K	﹤0.01%	336

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ruggie Capital Group's UL Position: Q1 2019 in Review

Ruggie Capital Group sold out of Unilever (UL) in Q1 2019, closing a stake of 118 shares — an estimated $7K sold.

Ruggie Capital Group first reported a position in UL in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 637 funds tracked by Wall St. Rank hold UL as of Q1 2019.

Ruggie Capital Group reported no remaining Unilever position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 118 Unilever shares in Q1 2019, an estimated $7K.
Ruggie Capital Group first reported a position in Unilever in Q4 2018 and held it in 1 quarter.
Ruggie Capital Group's Unilever position peaked at $7K in Q4 2018.
637 funds tracked by Wall St. Rank held Unilever as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.