Saddle Road Partners’s Unilever UL Stock Holding History

Saddle Road Partners’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
2016 Q4	$5.07M	Buy	87,689 +76,000	+650%	+$3.54M	2.58%	17
2016 Q3	$623K	Hold	11,689	–	–	0.35%	65
2016 Q2	$630K	Hold	11,689	–	–	0.38%	58
2016 Q1	$594K	Hold	11,689	–	–	0.38%	70
2015 Q4	$567K	Buy	+11,689	New	+$570K	0.39%	69

Other funds holding UL

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Saddle Road Partners's UL Position: Q4 2016 in Review

Saddle Road Partners increased its Unilever (UL) stake by 650% in Q4 2016, buying an estimated $3.54M and bringing the position to 87,689 shares worth $5.07M. The position accounts for 2.58% of the portfolio, ranked #17.

Saddle Road Partners first reported a position in UL in Q4 2015 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold UL as of Q4 2016.

Saddle Road Partners held 87,689 shares of Unilever worth $5.07M as of Q4 2016.
Saddle Road Partners bought 76,000 Unilever shares in Q4 2016, an estimated $3.54M.
Unilever made up 2.58% of Saddle Road Partners's portfolio in Q4 2016, its #17 holding.
Saddle Road Partners first reported a position in Unilever in Q4 2015 and has held it in 5 quarters since.
557 funds tracked by Wall St. Rank held Unilever as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.