WI
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Welch Investments’s Unilever UL Stock Holding History

Welch Investments’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
2017
Q4 		$4.7M Buy
75,557
+259
+0.3% +$16.4K 2.99% 25
2017
Q3 		$4.91M Sell
75,298
-2,384
-3% -$153K 3.38% 5
2017
Q2 		$4.73M Sell
77,682
-1,046
-1% -$62.4K 3.52% 4
2017
Q1 		$4.37M Buy
78,728
+4,860
+7% +$246K 3.47% 2
2016
Q4 		$3.38M Buy
+73,868
New +$3.44M 2.96% 26

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Welch Investments's UL Position: Q4 2017 in Review

Welch Investments increased its Unilever (UL) stake by 0.34% in Q4 2017, buying an estimated $16.4K and bringing the position to 75,557 shares worth $4.7M. The position accounts for 2.99% of the portfolio, ranked #25.

Welch Investments first reported a position in UL in Q4 2016 and has held it in 5 quarters since. The position peaked at $4.91M in Q3 2017. 609 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • Welch Investments held 75,557 shares of Unilever worth $4.7M as of Q4 2017.
  • Welch Investments bought 259 Unilever shares in Q4 2017, an estimated $16.4K.
  • Unilever made up 2.99% of Welch Investments's portfolio in Q4 2017, its #25 holding.
  • Welch Investments first reported a position in Unilever in Q4 2016 and has held it in 5 quarters since.
  • Welch Investments's Unilever position peaked at $4.91M in Q3 2017.
  • 609 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.