ZIG
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Zuckerman Investment Group’s Unilever UL Stock Holding History

Zuckerman Investment Group’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 		– Sell
-20,391
Closed -$961K – 64
2014
Q3 		$961K Sell
20,391
-171,920
-89% -$8.49M 0.2% 33
2014
Q2 		$9.8M Sell
192,311
-2,418
-1% -$121K 2.11% 22
2014
Q1 		$9.37M Buy
194,729
+2,862
+1% +$129K 2.22% 21
2013
Q4 		$8.89M Buy
191,867
+22,918
+14% +$1.03M 2.09% 19
2013
Q3 		$7.33M Sell
168,949
-29,960
-15% -$1.36M 1.84% 26
2013
Q2 		$9.05M Buy
+198,909
New +$9.45M 2.36% 20

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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

Zuckerman Investment Group's UL Position: Q4 2014 in Review

Zuckerman Investment Group sold out of Unilever (UL) in Q4 2014, closing a stake of 20,391 shares — an estimated $961K sold.

Zuckerman Investment Group first reported a position in UL in Q2 2013 and held it in 6 quarters. The position peaked at $9.8M in Q2 2014. 462 funds tracked by Wall St. Rank hold UL as of Q4 2014.

  • Zuckerman Investment Group reported no remaining Unilever position as of Q4 2014 after selling out during the quarter.
  • Zuckerman Investment Group sold 20,391 Unilever shares in Q4 2014, an estimated $961K.
  • Zuckerman Investment Group first reported a position in Unilever in Q2 2013 and held it in 6 quarters.
  • Zuckerman Investment Group's Unilever position peaked at $9.8M in Q2 2014.
  • 462 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Zuckerman Investment Group's 13F filing for Q4 2014, filed 6 Feb 2015.