TFO
UL icon

Tarbox Family Office’s Unilever UL Stock Holding History

Tarbox Family Office’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
-370
Closed -$23K – 1210
2020
Q2 		$23K Buy
370
+238
+180% +$14.2K 0.01% 258
2020
Q1 		$7K Sell
132
-905
-87% -$56.8K ﹤0.01% 382
2019
Q4 		$67K Buy
+1,037
New +$68.9K 0.02% 164

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Royal Bank of Canada
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MNG
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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

Tarbox Family Office's UL Position: Q3 2020 in Review

Tarbox Family Office sold out of Unilever (UL) in Q3 2020, closing a stake of 370 shares — an estimated $23K sold.

Tarbox Family Office first reported a position in UL in Q4 2019 and held it in 3 quarters. The position peaked at $67K in Q4 2019. 686 funds tracked by Wall St. Rank hold UL as of Q3 2020.

  • Tarbox Family Office reported no remaining Unilever position as of Q3 2020 after selling out during the quarter.
  • Tarbox Family Office sold 370 Unilever shares in Q3 2020, an estimated $23K.
  • Tarbox Family Office first reported a position in Unilever in Q4 2019 and held it in 3 quarters.
  • Tarbox Family Office's Unilever position peaked at $67K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Unilever as of Q3 2020.

Based on Tarbox Family Office's 13F filing for Q3 2020, filed 22 Oct 2020.