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User

Jim Cullen

Cullen Value Fund

Jim Cullen UNILEVER N V -NY SHARES stake

total: 74

Cullen Value Fund UN trades

Total transactions:
3
New positions:
1
Sold out:
1
Reduced:
1
Held since:
2019 Q3
Held for:
5 quarters
Latest activity:
2020 Q4
According to 2026 Q1 report, Jim Cullen doesn't hold any UNILEVER N V -NY SHARES (UN) shares. To date, the estimated cost basis is nearly $60.03 for "buy" trades and estimated average "sell" price is $59.75. Cullen Value Fund first purchased UN in 2019 Q3, initially acquiring 12,990 shares. Since the initial investment in UNILEVER N V -NY SHARES (UN), Cullen Value Fund has made 2 more transactions.

When did Jim Cullen sell UNILEVER N V -NY SHARES (UN)?

Jim Cullen sold off the entire UNILEVER N V -NY SHARES (UN) position in 2020 Q4.

When did Jim Cullen buy UNILEVER N V -NY SHARES (UN)?

Jim Cullen first invested in UNILEVER N V -NY SHARES (UN) in 2019 Q3 at the reported quarter-end price of $60.03 per share.

What's the cost basis of Cullen Value Fund's UN stake?

The estimated cost basis for UNILEVER N V -NY SHARES (UN) stake is around $60.03 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$60.03
Weighted AVG sell price:
$59.75

Jim Cullen's historical trades in UNILEVER N V -NY SHARES

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q4
0.00%
$60.40
-100% (-10,115)
2019 Q4
1.94%
$57.46
-22.13% (-2,875)
2019 Q3
2.00%
$60.03
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.