Zuckerman Investment Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-22,940
| Closed | -$961K | – | 64 |
|
|
2014
Q3 | $961K | Sell |
22,940
-193,410
| -89% | -$8.1M | 0.2% | 33 |
|
|
2014
Q2 | $9.8M | Sell |
216,350
-2,720
| -1% | -$123K | 2.11% | 22 |
|
|
2014
Q1 | $9.37M | Buy |
219,070
+3,220
| +1% | +$138K | 2.22% | 21 |
|
|
2013
Q4 | $8.89M | Buy |
215,850
+25,782
| +14% | +$1.06M | 2.09% | 19 |
|
|
2013
Q3 | $7.33M | Sell |
190,068
-33,705
| -15% | -$1.3M | 1.84% | 26 |
|
|
2013
Q2 | $9.05M | Buy |
+223,773
| New | +$9.05M | 2.36% | 20 |
|