EdgeRock Capital’s Unilever UL Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-20	Closed	-$1K	–	369
2022 Q3	$1K	Buy	+20	New	+$1.04K	﹤0.01%	369

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EdgeRock Capital's UL Position: Q4 2022 in Review

EdgeRock Capital sold out of Unilever (UL) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

EdgeRock Capital first reported a position in UL in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

EdgeRock Capital reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 20 Unilever shares in Q4 2022, an estimated $1K.
EdgeRock Capital first reported a position in Unilever in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Unilever position peaked at $1K in Q3 2022.
1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.