Edge Advisors’s Unilever UL Stock Holding History

Edge Advisors’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
2018 Q2	$6.61M	Buy	106,307 +1,687	+2%	+$105K	0.59%	52
2018 Q1	$6.54M	Buy	104,620 +12,747	+14%	+$776K	0.62%	44
2017 Q4	$5.72M	Buy	91,873 +3,222	+4%	+$204K	0.56%	47
2017 Q3	$5.78M	Sell	88,651 -39,177	-31%	-$2.52M	0.63%	46
2017 Q2	$7.78M	Sell	127,828 -8,178	-6%	-$488K	0.89%	23
2017 Q1	$7.55M	Buy	136,006 +21,302	+19%	+$1.08M	0.92%	21
2016 Q4	$5.25M	Buy	+114,704	New	+$5.35M	0.68%	36

Other funds holding UL

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Advisors's UL Position: Q2 2018 in Review

Edge Advisors increased its Unilever (UL) stake by 1.6% in Q2 2018, buying an estimated $105K and bringing the position to 106,307 shares worth $6.61M. The position accounts for 0.59% of the portfolio, ranked #52.

Edge Advisors first reported a position in UL in Q4 2016 and has held it in 7 quarters since. The position peaked at $7.78M in Q2 2017. 596 funds tracked by Wall St. Rank hold UL as of Q2 2018.

Edge Advisors held 106,307 shares of Unilever worth $6.61M as of Q2 2018.
Edge Advisors bought 1,687 Unilever shares in Q2 2018, an estimated $105K.
Unilever made up 0.59% of Edge Advisors's portfolio in Q2 2018, its #52 holding.
Edge Advisors first reported a position in Unilever in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Unilever position peaked at $7.78M in Q2 2017.
596 funds tracked by Wall St. Rank held Unilever as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.