TG
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Tom Gayner’s Unilever UL Stock Holding History

Tom Gayner’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
Q1 		– Sell
-1,357,867
Closed -$87.3M – 136
2019
Q4 		$87.3M Hold
1,357,867
– – 1.21% 22
2019
Q3 		$91.8M Hold
1,357,867
– – 1.39% 18
2019
Q2 		$94.7M Hold
1,357,867
– – 1.46% 17
2019
Q1 		$88.2M Hold
1,357,867
– – 1.48% 16
2018
Q4 		$79.8M Hold
1,357,867
– – 1.53% 16
2018
Q3 		$84M Hold
1,357,867
– – 1.42% 18
2018
Q2 		$84.4M Hold
1,357,867
– – 1.55% 16
2018
Q1 		$84.9M Hold
1,357,867
– – 1.61% 17
2017
Q4 		$84.5M Hold
1,357,867
– – 1.6% 17
2017
Q3 		$88.5M Hold
1,357,867
– – 1.76% 14
2017
Q2 		$82.7M Hold
1,357,867
– – 1.76% 13
2017
Q1 		$75.4M Hold
1,357,867
– – 1.7% 15
2016
Q4 		$62.2M Hold
1,357,867
– – 1.5% 18
2016
Q3 		$72.4M Hold
1,357,867
– – 1.87% 14
2016
Q2 		$73.2M Buy
1,357,867
+1,511
+0.1% +$77.6K 1.93% 15
2016
Q1 		$68.9M Buy
1,356,356
+3,467
+0.3% +$169K 1.85% 14
2015
Q4 		$65.6M Buy
1,352,889
+22,222
+2% +$1.08M 1.78% 16
2015
Q3 		$61M Buy
1,330,667
+22,223
+2% +$1.06M 1.61% 17
2015
Q2 		$63.2M Buy
1,308,444
+9,777
+0.8% +$483K 1.58% 18
2015
Q1 		$60.9M Buy
1,298,667
+48,000
+4% +$2.3M 1.54% 20
2014
Q4 		$57M Buy
1,250,667
+186,667
+18% +$8.57M 1.43% 22
2014
Q3 		$50.2M Buy
1,064,000
+253,333
+31% +$12.5M 1.41% 23
2014
Q2 		$41.3M Buy
810,667
+271,111
+50% +$13.6M 1.18% 26
2014
Q1 		$26M Buy
539,556
+346,667
+180% +$15.6M 0.8% 34
2013
Q4 		$8.94M Buy
+192,889
New +$8.63M 0.28% 63

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Tom Gayner's UL Position: Q1 2020 in Review

Tom Gayner sold out of Unilever (UL) in Q1 2020, closing a stake of 1,357,867 shares — an estimated $87.3M sold.

Tom Gayner first reported a position in UL in Q4 2013 and held it in 25 quarters. The position peaked at $94.7M in Q2 2019. 671 funds tracked by Wall St. Rank hold UL as of Q1 2020.

  • Tom Gayner reported no remaining Unilever position as of Q1 2020 after selling out during the quarter.
  • Tom Gayner sold 1,357,867 Unilever shares in Q1 2020, an estimated $87.3M.
  • Tom Gayner first reported a position in Unilever in Q4 2013 and held it in 25 quarters.
  • Tom Gayner's Unilever position peaked at $94.7M in Q2 2019.
  • 671 funds tracked by Wall St. Rank held Unilever as of Q1 2020.

Based on Markel Group's 13F filing for Q1 2020, filed 1 May 2020.