Simmons Bank’s Unilever UL Stock Holding History

Simmons Bank’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	-4,761	Closed	-$332K	–	372
2019 Q2	$332K	Hold	4,761	–	–	0.03%	303
2019 Q1	$309K	Sell	4,761 -35	-0.7%	-$2.13K	0.03%	314
2018 Q4	$282K	Hold	4,796	–	–	0.03%	300
2018 Q3	$297K	Buy	4,796 +18	+0.4%	+$1.14K	0.03%	321
2018 Q2	$296K	Buy	4,778 +267	+6%	+$16.6K	0.03%	315
2018 Q1	$281K	Buy	+4,511	New	+$274K	0.03%	306

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simmons Bank's UL Position: Q3 2019 in Review

Simmons Bank sold out of Unilever (UL) in Q3 2019, closing a stake of 4,761 shares — an estimated $332K sold.

Simmons Bank first reported a position in UL in Q1 2018 and held it in 6 quarters. The position peaked at $332K in Q2 2019. 644 funds tracked by Wall St. Rank hold UL as of Q3 2019.

Simmons Bank reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
Simmons Bank sold 4,761 Unilever shares in Q3 2019, an estimated $332K.
Simmons Bank first reported a position in Unilever in Q1 2018 and held it in 6 quarters.
Simmons Bank's Unilever position peaked at $332K in Q2 2019.
644 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on Simmons Bank's 13F filing for Q3 2019, filed 13 Nov 2019.