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Sand Hill Global Advisors’s Unilever UL Stock Holding History

Sand Hill Global Advisors’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
2020
Q1 		– Sell
-10,505
Closed -$676K – 139
2019
Q4 		$676K Sell
10,505
-1,420
-12% -$94.3K 0.06% 91
2019
Q3 		$806K Buy
+11,925
New +$826K 0.08% 75

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FMI
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sand Hill Global Advisors's UL Position: Q1 2020 in Review

Sand Hill Global Advisors sold out of Unilever (UL) in Q1 2020, closing a stake of 10,505 shares — an estimated $676K sold.

Sand Hill Global Advisors first reported a position in UL in Q3 2019 and held it in 2 quarters. The position peaked at $806K in Q3 2019. 670 funds tracked by Wall St. Rank hold UL as of Q1 2020.

  • Sand Hill Global Advisors reported no remaining Unilever position as of Q1 2020 after selling out during the quarter.
  • Sand Hill Global Advisors sold 10,505 Unilever shares in Q1 2020, an estimated $676K.
  • Sand Hill Global Advisors first reported a position in Unilever in Q3 2019 and held it in 2 quarters.
  • Sand Hill Global Advisors's Unilever position peaked at $806K in Q3 2019.
  • 670 funds tracked by Wall St. Rank held Unilever as of Q1 2020.

Based on Sand Hill Global Advisors's 13F filing for Q1 2020, filed 14 May 2020.