SHJ
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Sharkey, Howes & Javer’s Unilever UL Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-1
Closed – – 171
2019
Q2 		$0 Hold
1
– – ﹤0.01% 205
2019
Q1 		$0 Hold
1
– – ﹤0.01% 219
2018
Q4 		$0 Hold
1
– – ﹤0.01% 224
2018
Q3 		$0 Hold
1
– – ﹤0.01% 225
2018
Q2 		$0 Hold
1
– – ﹤0.01% 218
2018
Q1 		$1K Hold
1
– – ﹤0.01% 215
2017
Q4 		$1K Hold
1
– – ﹤0.01% 204
2017
Q3 		$1K Hold
1
– – ﹤0.01% 202
2017
Q2 		$1K Hold
1
– – ﹤0.01% 195
2017
Q1 		$1K Hold
1
– – ﹤0.01% 225
2016
Q4 		$1K Hold
1
– – ﹤0.01% 214
2016
Q3 		$1K Hold
1
– – ﹤0.01% 216
2016
Q2 		$1K Buy
+1
New +$51 ﹤0.01% 221

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's UL Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Unilever (UL) in Q3 2019, closing a stake of 1 share.

Sharkey, Howes & Javer first reported a position in UL in Q2 2016 and held it in 13 quarters. The position peaked at $1K in Q1 2018. 645 funds tracked by Wall St. Rank hold UL as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1 Unilever share in Q3 2019.
  • Sharkey, Howes & Javer first reported a position in Unilever in Q2 2016 and held it in 13 quarters.
  • Sharkey, Howes & Javer's Unilever position peaked at $1K in Q1 2018.
  • 645 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.