SMH
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Sanders Morris Harris’s Unilever UL Stock Holding History

Sanders Morris Harris’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
Q2 		– Sell
-6,397
Closed -$367K – 213
2020
Q1 		$367K Buy
6,397
+232
+4% +$14.6K 0.36% 66
2019
Q4 		$395K Hold
6,165
– – 0.09% 189
2019
Q3 		$411K Hold
6,165
– – 0.1% 166
2019
Q2 		$429K Buy
+6,165
New +$418K 0.11% 168

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sanders Morris Harris's UL Position: Q2 2020 in Review

Sanders Morris Harris sold out of Unilever (UL) in Q2 2020, closing a stake of 6,397 shares — an estimated $367K sold.

Sanders Morris Harris first reported a position in UL in Q2 2019 and held it in 4 quarters. The position peaked at $429K in Q2 2019. 678 funds tracked by Wall St. Rank hold UL as of Q2 2020.

  • Sanders Morris Harris reported no remaining Unilever position as of Q2 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 6,397 Unilever shares in Q2 2020, an estimated $367K.
  • Sanders Morris Harris first reported a position in Unilever in Q2 2019 and held it in 4 quarters.
  • Sanders Morris Harris's Unilever position peaked at $429K in Q2 2019.
  • 678 funds tracked by Wall St. Rank held Unilever as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.