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Systematic Financial Management’s Unilever UL Stock Holding History

Systematic Financial Management’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
2016
Q1 		– Sell
-22,133
Closed -$1.07M – 641
2015
Q4 		$1.07M Hold
22,133
– – 0.01% 550
2015
Q3 		$1.01M Hold
22,133
– – 0.01% 582
2015
Q2 		$1.07M Hold
22,133
– – 0.01% 617
2015
Q1 		$1.04M Hold
22,133
– – 0.01% 607
2014
Q4 		$1.01M Hold
22,133
– – 0.01% 603
2014
Q3 		$1.04M Buy
+22,133
New +$1.09M 0.01% 624

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Systematic Financial Management's UL Position: Q1 2016 in Review

Systematic Financial Management sold out of Unilever (UL) in Q1 2016, closing a stake of 22,133 shares — an estimated $1.07M sold.

Systematic Financial Management first reported a position in UL in Q3 2014 and held it in 6 quarters. The position peaked at $1.07M in Q4 2015. 505 funds tracked by Wall St. Rank hold UL as of Q1 2016.

  • Systematic Financial Management reported no remaining Unilever position as of Q1 2016 after selling out during the quarter.
  • Systematic Financial Management sold 22,133 Unilever shares in Q1 2016, an estimated $1.07M.
  • Systematic Financial Management first reported a position in Unilever in Q3 2014 and held it in 6 quarters.
  • Systematic Financial Management's Unilever position peaked at $1.07M in Q4 2015.
  • 505 funds tracked by Wall St. Rank held Unilever as of Q1 2016.

Based on Systematic Financial Management's 13F filing for Q1 2016, filed 11 May 2016.