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Stifel Nicolaus & Co’s Unilever UL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.26M Buy
29,068
+16,004
+123% +$726K 0.02% 580
2013
Q2 		$594K Buy
+13,064
New +$621K 0.01% 795

Other funds holding UL

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stifel Nicolaus & Co's UL Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Unilever (UL) stake by 123% in Q3 2013, buying an estimated $726K and bringing the position to 29,068 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #580.

Stifel Nicolaus & Co first reported a position in UL in Q2 2013 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold UL as of Q3 2013.

  • Stifel Nicolaus & Co held 29,068 shares of Unilever worth $1.26M as of Q3 2013.
  • Stifel Nicolaus & Co bought 16,004 Unilever shares in Q3 2013, an estimated $726K.
  • Unilever made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #580 holding.
  • Stifel Nicolaus & Co first reported a position in Unilever in Q2 2013 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held Unilever as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.