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Sullivan, Bruyette, Speros & Blaney’s Unilever UL Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$316K Buy
5,030
+444
+10% +$28.3K 0.01% 232
2020
Q4 		$311K Buy
+4,586
New +$311K 0.01% 224

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Sullivan, Bruyette, Speros & Blaney's UL Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Unilever (UL) stake by 9.7% in Q1 2021, buying an estimated $28.3K and bringing the position to 5,030 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #232.

Sullivan, Bruyette, Speros & Blaney first reported a position in UL in Q4 2020 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 5,030 shares of Unilever worth $316K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 444 Unilever shares in Q1 2021, an estimated $28.3K.
  • Unilever made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #232 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Unilever in Q4 2020 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.