SHJ
UL icon

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

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Arrowstreet Capital
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MNG
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Morgan Stanley
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 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 $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return