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SeaBridge Investment Advisors’s Unilever UL Stock Holding History

SeaBridge Investment 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
Q2 		– Sell
-711
Closed -$40K – 273
2020
Q1 		$40K Hold
711
– – 0.02% 176
2019
Q4 		$46K Hold
711
– – 0.02% 177
2019
Q3 		$48K Buy
+711
New +$49.3K 0.02% 180

Other funds holding UL

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Hotchkis & Wiley Capital Management
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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

SeaBridge Investment Advisors's UL Position: Q2 2020 in Review

SeaBridge Investment Advisors sold out of Unilever (UL) in Q2 2020, closing a stake of 711 shares — an estimated $40K sold.

SeaBridge Investment Advisors first reported a position in UL in Q3 2019 and held it in 3 quarters. The position peaked at $48K in Q3 2019. 678 funds tracked by Wall St. Rank hold UL as of Q2 2020.

  • SeaBridge Investment Advisors reported no remaining Unilever position as of Q2 2020 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 711 Unilever shares in Q2 2020, an estimated $40K.
  • SeaBridge Investment Advisors first reported a position in Unilever in Q3 2019 and held it in 3 quarters.
  • SeaBridge Investment Advisors's Unilever position peaked at $48K in Q3 2019.
  • 678 funds tracked by Wall St. Rank held Unilever as of Q2 2020.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.