SFS
UN

Sowell Financial Services’s Unilever NV New York Registry Shares UN Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Hold
0
– – – 3459
2020
Q4 		– Sell
-9,381
Closed -$567K – 2982
2020
Q3 		$567K Sell
9,381
-1,396
-13% -$80.9K 0.03% 438
2020
Q2 		$574K Sell
10,777
-12,257
-53% -$623K 0.03% 416
2020
Q1 		$1.12M Buy
23,034
+4,122
+22% +$225K 0.08% 237
2019
Q4 		$1.09M Sell
18,912
-3,348
-15% -$198K 0.08% 244
2019
Q3 		$1.34M Buy
+22,260
New +$1.34M 0.11% 194
2017
Q1 		– Sell
-663
Closed -$28K – 672
2016
Q4 		$28K Buy
+663
New +$27.4K 0.01% 391

Other funds holding UN

CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 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 $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 16.82% 1-Year Est. Return