WCF
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West Coast Financial’s Unilever UL Stock Holding History

West Coast Financial’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
2021
Q1 		– Sell
-3,071
Closed -$209K – 130
2020
Q4 		$209K Buy
+3,071
New +$208K 0.04% 115
2017
Q2 		– Sell
-4,312
Closed -$200K – 120
2017
Q1 		$200K Buy
+4,312
New +$218K 0.06% 120

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GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

West Coast Financial's UL Position: Q1 2021 in Review

West Coast Financial sold out of Unilever (UL) in Q1 2021, closing a stake of 3,071 shares — an estimated $209K sold.

West Coast Financial first reported a position in UL in Q1 2017 and held it in 2 quarters. The position peaked at $209K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • West Coast Financial reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • West Coast Financial sold 3,071 Unilever shares in Q1 2021, an estimated $209K.
  • West Coast Financial first reported a position in Unilever in Q1 2017 and held it in 2 quarters.
  • West Coast Financial's Unilever position peaked at $209K in Q4 2020.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on West Coast Financial's 13F filing for Q1 2021, filed 10 May 2021.