TA
UN

Tiedemann Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Tiedemann Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,154
Closed -$250K – 360
2020
Q3 		$250K Buy
+4,154
New +$241K 0.01% 279
2020
Q2 		– Sell
-5,286
Closed -$258K – 325
2020
Q1 		$258K Buy
5,286
+1,800
+52% +$98.4K 0.02% 251
2019
Q4 		$200K Sell
3,486
-246
-7% -$14.5K 0.01% 289
2019
Q3 		$224K Sell
3,732
-550
-13% -$33K 0.01% 285
2019
Q2 		$260K Sell
4,282
-7,249
-63% -$434K 0.01% 252
2019
Q1 		$672K Buy
11,531
+209
+2% +$11.5K 0.03% 270
2018
Q4 		$608K Buy
11,322
+7,216
+176% +$394K 0.03% 265
2018
Q3 		$228K Hold
4,106
– – 0.01% 287
2018
Q2 		$229K Buy
+4,106
New +$230K 0.01% 277
2017
Q4 		– Sell
-5,654
Closed -$261K – 391
2017
Q3 		$261K Hold
5,654
– – 0.02% 298
2017
Q2 		$313K Buy
+5,654
New +$305K 0.02% 360
2017
Q1 		– Sell
-5,654
Closed -$232K – 436
2016
Q4 		$232K Buy
+5,654
New +$234K 0.02% 285

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Tiedemann Advisors's UN Position: Q4 2020 in Review

Tiedemann Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 4,154 shares — an estimated $250K sold.

Tiedemann Advisors first reported a position in UN in Q4 2016 and held it in 12 quarters. The position peaked at $672K in Q1 2019. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Tiedemann Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 4,154 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $250K.
  • Tiedemann Advisors first reported a position in Unilever NV New York Registry Shares in Q4 2016 and held it in 12 quarters.
  • Tiedemann Advisors's Unilever NV New York Registry Shares position peaked at $672K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.