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Winslow Evans & Crocker’s Unilever UL Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.26M Buy
18,516
+13,816
+294% +$937K 0.24% 98
2020
Q3 		$326K Sell
4,700
-192
-4% -$12.8K 0.08% 219
2020
Q2 		$302K Buy
4,892
+10
+0.2% +$598 0.08% 226
2020
Q1 		$280K Hold
4,882
– – 0.09% 199
2019
Q4 		$316K Buy
4,882
+20
+0.4% +$1.33K 0.08% 234
2019
Q3 		$332K Sell
4,862
-29
-0.6% -$2.01K 0.09% 222
2019
Q2 		$342K Buy
4,891
+244
+5% +$16.6K 0.1% 222
2019
Q1 		$304K Buy
4,647
+46
+1% +$2.8K 0.09% 228
2018
Q4 		$272K Hold
4,601
– – 0.09% 219
2018
Q3 		$286K Hold
4,601
– – 0.09% 224
2018
Q2 		$288K Hold
4,601
– – 0.09% 210
2018
Q1 		$288K Hold
4,601
– – 0.09% 209
2017
Q4 		$286K Buy
4,601
+448
+11% +$28.4K 0.09% 209
2017
Q3 		$271K Sell
4,153
-3,555
-46% -$228K 0.09% 216
2017
Q2 		$453K Buy
7,708
+6,044
+363% +$360K 0.12% 183
2017
Q1 		$92.3K Sell
1,664
-329
-17% -$16.6K 0.03% 428
2016
Q4 		$91.2K Sell
1,993
-3,113
-61% -$145K 0.03% 422
2016
Q3 		$272K Hold
5,106
– – 0.08% 255
2016
Q2 		$275K Buy
5,106
+1
+0% +$51 0.08% 235
2016
Q1 		$259K Sell
5,105
-1
-0% -$49 0.08% 227
2015
Q4 		$248K Buy
5,106
+4,267
+509% +$208K 0.07% 262
2015
Q3 		$38.5K Sell
839
-178
-18% -$8.51K 0.01% 558
2015
Q2 		$49.1K Hold
1,017
– – 0.01% 552
2015
Q1 		$47.7K Hold
1,017
– – 0.01% 553
2014
Q4 		$46.3K Buy
1,017
+59
+6% +$2.71K 0.01% 554
2014
Q3 		$45.1K Buy
958
+273
+40% +$13.5K 0.01% 573
2014
Q2 		$34.9K Hold
685
– – 0.01% 563
2014
Q1 		$33K Hold
685
– – 0.01% 568
2013
Q4 		$31K Buy
+685
New +$30.7K 0.01% 600

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Winslow Evans & Crocker's UL Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Unilever (UL) stake by 294% in Q4 2020, buying an estimated $937K and bringing the position to 18,516 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #98.

Winslow Evans & Crocker first reported a position in UL in Q4 2013 and has held it in 29 quarters since. 1,052 funds tracked by Wall St. Rank hold UL as of Q4 2020.

  • Winslow Evans & Crocker held 18,516 shares of Unilever worth $1.26M as of Q4 2020.
  • Winslow Evans & Crocker bought 13,816 Unilever shares in Q4 2020, an estimated $937K.
  • Unilever made up 0.24% of Winslow Evans & Crocker's portfolio in Q4 2020, its #98 holding.
  • Winslow Evans & Crocker first reported a position in Unilever in Q4 2013 and has held it in 29 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Unilever as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.