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Tirschwell & Loewy’s Unilever UL Stock Holding History

Tirschwell & Loewy’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
2019
Q1 		$1.7M Buy
26,222
+266
+1% +$16.2K 0.23% 45
2018
Q4 		$1.53M Sell
25,956
-1,000
-4% -$60.3K 0.23% 45
2018
Q3 		$1.67M Sell
26,956
-7,111
-21% -$449K 0.21% 44
2018
Q2 		$2.12M Sell
34,067
-14,600
-30% -$907K 0.28% 41
2018
Q1 		$3.04M Sell
48,667
-7,937
-14% -$483K 0.42% 39
2017
Q4 		$3.52M Sell
56,604
-3,245
-5% -$206K 0.5% 38
2017
Q3 		$3.9M Buy
59,849
+1,005
+2% +$64.6K 0.59% 38
2017
Q2 		$3.58M Sell
58,844
-1,067
-2% -$63.6K 0.56% 37
2017
Q1 		$3.33M Buy
59,911
+5,155
+9% +$261K 0.54% 39
2016
Q4 		$2.51M Sell
54,756
-4,973
-8% -$232K 0.45% 43
2016
Q3 		$3.19M Sell
59,729
-71
-0.1% -$3.75K 0.53% 40
2016
Q2 		$3.22M Sell
59,800
-5,950
-9% -$305K 0.56% 40
2016
Q1 		$3.34M Sell
65,750
-3,654
-5% -$178K 0.58% 40
2015
Q4 		$3.37M Buy
69,404
+3,320
+5% +$162K 0.59% 38
2015
Q3 		$3.03M Buy
66,084
+925
+1% +$44.2K 0.57% 38
2015
Q2 		$3.15M Buy
65,159
+5,155
+9% +$255K 0.53% 38
2015
Q1 		$2.82M Sell
60,004
-2,844
-5% -$136K 0.47% 43
2014
Q4 		$2.86M Sell
62,848
-1,644
-3% -$75.4K 0.46% 44
2014
Q3 		$3.04M Buy
64,492
+266
+0.4% +$13.1K 0.51% 43
2014
Q2 		$3.27M Buy
64,226
+528
+0.8% +$26.5K 0.53% 42
2014
Q1 		$3.07M Buy
63,698
+89
+0.1% +$4.02K 0.53% 41
2013
Q4 		$2.95M Buy
63,609
+8,556
+16% +$383K 0.51% 42
2013
Q3 		$2.39M Buy
55,053
+22,200
+68% +$1.01M 0.46% 44
2013
Q2 		$1.5M Buy
+32,853
New +$1.56M 0.32% 54

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tirschwell & Loewy's UL Position: Q1 2019 in Review

Tirschwell & Loewy increased its Unilever (UL) stake by 1% in Q1 2019, buying an estimated $16.2K and bringing the position to 26,222 shares worth $1.7M. The position accounts for 0.23% of the portfolio, ranked #45.

Tirschwell & Loewy first reported a position in UL in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.9M in Q3 2017. 636 funds tracked by Wall St. Rank hold UL as of Q1 2019.

  • Tirschwell & Loewy held 26,222 shares of Unilever worth $1.7M as of Q1 2019.
  • Tirschwell & Loewy bought 266 Unilever shares in Q1 2019, an estimated $16.2K.
  • Unilever made up 0.23% of Tirschwell & Loewy's portfolio in Q1 2019, its #45 holding.
  • Tirschwell & Loewy first reported a position in Unilever in Q2 2013 and has held it in 24 quarters since.
  • Tirschwell & Loewy's Unilever position peaked at $3.9M in Q3 2017.
  • 636 funds tracked by Wall St. Rank held Unilever as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.