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Squar Milner Financial Services’s Unilever UL Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-3,423
Closed -$211K – 181
2020
Q2 		$211K Buy
3,423
+498
+17% +$29.8K 0.12% 197
2020
Q1 		$166K Buy
2,925
+785
+37% +$49.2K 0.1% 191
2019
Q4 		$137K Sell
2,140
-5,059
-70% -$336K 0.07% 266
2019
Q3 		$500K Buy
7,199
+6,357
+755% +$440K 0.26% 98
2019
Q2 		$59K Buy
+842
New +$57.1K 0.04% 335
2018
Q3 		– Sell
-80
Closed -$5K – 861
2018
Q2 		$5K Buy
+80
New +$4.97K ﹤0.01% 715

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Squar Milner Financial Services's UL Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Unilever (UL) in Q3 2020, closing a stake of 3,423 shares — an estimated $211K sold.

Squar Milner Financial Services first reported a position in UL in Q2 2018 and held it in 6 quarters. The position peaked at $500K in Q3 2019. 687 funds tracked by Wall St. Rank hold UL as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Unilever position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,423 Unilever shares in Q3 2020, an estimated $211K.
  • Squar Milner Financial Services first reported a position in Unilever in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Unilever position peaked at $500K in Q3 2019.
  • 687 funds tracked by Wall St. Rank held Unilever as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.