WAM
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Wealthspire Advisors (Maryland)’s Unilever UL Stock Holding History

Wealthspire Advisors (Maryland)’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 		$253K Sell
3,640
-795
-18% -$53K 0.01% 387
2020
Q2 		$274K Sell
4,435
-1,040
-19% -$62.1K 0.02% 357
2020
Q1 		$311K Buy
5,475
+17
+0.3% +$1.07K 0.03% 297
2019
Q4 		$351K Buy
5,458
+415
+8% +$27.6K 0.02% 344
2019
Q3 		$341K Buy
5,043
+151
+3% +$10.5K 0.02% 322
2019
Q2 		$341K Sell
4,892
-19
-0.4% -$1.29K 0.03% 323
2019
Q1 		$319K Buy
4,911
+531
+12% +$32.3K 0.02% 338
2018
Q4 		$257K Sell
4,380
-120
-3% -$7.23K 0.02% 355
2018
Q3 		$278K Sell
4,500
-12
-0.3% -$757 0.02% 383
2018
Q2 		$281K Buy
4,512
+86
+2% +$5.34K 0.03% 382
2018
Q1 		$277K Buy
4,426
+629
+17% +$38.3K 0.03% 379
2017
Q4 		$236K Buy
3,797
+3,107
+450% +$197K 0.02% 431
2017
Q3 		$45K Buy
690
+46
+7% +$2.96K ﹤0.01% 1021
2017
Q2 		$39K Buy
644
+32
+5% +$1.91K ﹤0.01% 1032
2017
Q1 		$34K Hold
612
– – ﹤0.01% 922
2016
Q4 		$28K Sell
612
-1,811
-75% -$84.4K ﹤0.01% 930
2016
Q3 		$129K Buy
2,423
+1,443
+147% +$76.2K 0.02% 502
2016
Q2 		$53K Buy
980
+34
+4% +$1.75K 0.01% 721
2016
Q1 		$48K Sell
946
-269
-22% -$13.1K 0.01% 714
2015
Q4 		$59K Buy
+1,215
New +$59.3K 0.01% 672

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
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

Wealthspire Advisors (Maryland)'s UL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Unilever (UL) stake by 18% in Q3 2020, selling an estimated $53K and leaving 3,640 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #387.

Wealthspire Advisors (Maryland) first reported a position in UL in Q4 2015 and has held it in 20 quarters since. The position peaked at $351K in Q4 2019. 686 funds tracked by Wall St. Rank hold UL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,640 shares of Unilever worth $253K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 795 Unilever shares in Q3 2020, an estimated $53K.
  • Unilever made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #387 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Unilever in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Unilever position peaked at $351K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Unilever as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.