WIL
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Winifred I. Li’s Unilever UL Stock Holding History

Winifred I. Li’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
2014
Q4 		$528K Hold
11,596
– – 0.5% 65
2014
Q3 		$547K Sell
11,596
-311
-3% -$15.4K 0.52% 66
2014
Q2 		$607K Hold
11,907
– – 0.52% 63
2014
Q1 		$573K Buy
11,907
+2,036
+21% +$91.9K 0.5% 72
2013
Q4 		$458K Buy
+9,871
New +$442K 0.39% 87

Other funds holding UL

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winifred I. Li's UL Position: Q4 2014 in Review

Winifred I. Li held its Unilever (UL) position steady in Q4 2014 at 11,596 shares worth $528K. The position accounts for 0.5% of the portfolio, ranked #65.

Winifred I. Li first reported a position in UL in Q4 2013 and has held it in 5 quarters since. The position peaked at $607K in Q2 2014. 462 funds tracked by Wall St. Rank hold UL as of Q4 2014.

  • Winifred I. Li held 11,596 shares of Unilever worth $528K as of Q4 2014.
  • Winifred I. Li left its Unilever share count unchanged in Q4 2014.
  • Unilever made up 0.5% of Winifred I. Li's portfolio in Q4 2014, its #65 holding.
  • Winifred I. Li first reported a position in Unilever in Q4 2013 and has held it in 5 quarters since.
  • Winifred I. Li's Unilever position peaked at $607K in Q2 2014.
  • 462 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.