SIS
UN

Sound Income Strategies’s Unilever NV New York Registry Shares UN Stock Holding History

Sound Income Strategies’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-775
Closed -$47K – 989
2020
Q3 		$47K Hold
775
– – 0.01% 188
2020
Q2 		$41K Hold
775
– – 0.01% 179
2020
Q1 		$38K Buy
+775
New +$42.4K 0.01% 157

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $423M AUM 35.74% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Sound Income Strategies's UN Position: Q4 2020 in Review

Sound Income Strategies sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 775 shares — an estimated $47K sold.

Sound Income Strategies first reported a position in UN in Q1 2020 and held it in 3 quarters. The position peaked at $47K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Sound Income Strategies reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Sound Income Strategies sold 775 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $47K.
  • Sound Income Strategies first reported a position in Unilever NV New York Registry Shares in Q1 2020 and held it in 3 quarters.
  • Sound Income Strategies's Unilever NV New York Registry Shares position peaked at $47K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.