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Edge Capital Group’s Unilever UL Stock Holding History

Edge Capital 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
2024
Q4 		$8.67M Buy
135,940
+132,235
+3,569% +$8.93M 0.39% 59
2024
Q3 		$271K Sell
3,705
-398
-10% -$27.5K 0.01% 275
2024
Q2 		$254K Sell
4,103
-610
-13% -$36K 0.01% 284
2024
Q1 		$266K Sell
4,713
-866
-16% -$48K 0.01% 273
2023
Q4 		$304K Sell
5,579
-4,379
-44% -$236K 0.02% 250
2023
Q3 		$553K Sell
9,958
-1,739
-15% -$101K 0.04% 183
2023
Q2 		$686K Buy
11,697
+2,167
+23% +$129K 0.04% 196
2023
Q1 		$557K Sell
9,530
-1
-0% -$57 0.03% 201
2022
Q4 		$540K Sell
9,531
-4,569
-32% -$245K 0.04% 181
2022
Q3 		$695K Sell
14,100
-102,760
-88% -$5.37M 0.06% 161
2022
Q2 		$10M Sell
116,860
-13,590
-10% -$692K 0.86% 30
2022
Q1 		$6.69M Sell
130,450
-396
-0.3% -$22K 0.46% 50
2021
Q4 		$7.92M Buy
130,846
+33,182
+34% +$1.97M 0.56% 44
2021
Q3 		$5.96M Sell
97,664
-1,999
-2% -$127K 0.47% 50
2021
Q2 		$6.56M Buy
99,663
+896
+0.9% +$59.6K 0.52% 45
2021
Q1 		$6.2M Buy
98,767
+1,806
+2% +$115K 0.52% 47
2020
Q4 		$6.58M Buy
96,961
+16,038
+20% +$1.09M 0.55% 47
2020
Q3 		$5.62M Sell
80,923
-3,065
-4% -$205K 0.56% 41
2020
Q2 		$5.18M Sell
83,988
-7,875
-9% -$471K 0.54% 45
2020
Q1 		$5.23M Sell
91,863
-4,533
-5% -$284K 0.62% 45
2019
Q4 		$6.2M Sell
96,396
-41,337
-30% -$2.75M 0.6% 44
2019
Q3 		$9.31M Sell
137,733
-3,419
-2% -$237K 0.94% 27
2019
Q2 		$9.84M Sell
141,152
-3,866
-3% -$262K 0.95% 22
2019
Q1 		$9.42M Sell
145,018
-111
-0.1% -$6.76K 0.93% 22
2018
Q4 		$8.53M Buy
+145,129
New +$8.75M 0.93% 23

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Capital Group's UL Position: Q4 2024 in Review

Edge Capital Group increased its Unilever (UL) stake by 3,569% in Q4 2024, buying an estimated $8.93M and bringing the position to 135,940 shares worth $8.67M. The position accounts for 0.39% of the portfolio, ranked #59.

Edge Capital Group first reported a position in UL in Q4 2018 and has held it in 25 quarters since. The position peaked at $10M in Q2 2022. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Edge Capital Group held 135,940 shares of Unilever worth $8.67M as of Q4 2024.
  • Edge Capital Group bought 132,235 Unilever shares in Q4 2024, an estimated $8.93M.
  • Unilever made up 0.39% of Edge Capital Group's portfolio in Q4 2024, its #59 holding.
  • Edge Capital Group first reported a position in Unilever in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Unilever position peaked at $10M in Q2 2022.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.