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Wedge Capital Management’s Unilever UL Stock Holding History

Wedge Capital Management’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
Q3 		– Sell
-722,638
Closed -$37.3M – 431
2022
Q2 		$37.3M Buy
722,638
+90,066
+14% +$4.59M 0.59% 52
2022
Q1 		$32.4M Buy
632,572
+101,305
+19% +$5.64M 0.44% 103
2021
Q4 		$32.1M Buy
531,267
+64,302
+14% +$3.82M 0.4% 119
2021
Q3 		$28.5M Sell
466,965
-881
-0.2% -$56.1K 0.37% 116
2021
Q2 		$30.8M Sell
467,846
-1,043
-0.2% -$69.4K 0.38% 108
2021
Q1 		$29.4M Buy
468,889
+53,565
+13% +$3.41M 0.35% 137
2020
Q4 		$28.2M Buy
+415,324
New +$28.2M 0.33% 107

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wedge Capital Management's UL Position: Q3 2022 in Review

Wedge Capital Management sold out of Unilever (UL) in Q3 2022, closing a stake of 722,638 shares — an estimated $37.3M sold.

Wedge Capital Management first reported a position in UL in Q4 2020 and held it in 7 quarters. The position peaked at $37.3M in Q2 2022. 1,018 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Wedge Capital Management reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • Wedge Capital Management sold 722,638 Unilever shares in Q3 2022, an estimated $37.3M.
  • Wedge Capital Management first reported a position in Unilever in Q4 2020 and held it in 7 quarters.
  • Wedge Capital Management's Unilever position peaked at $37.3M in Q2 2022.
  • 1,018 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Wedge Capital Management's 13F filing for Q3 2022, filed 13 Oct 2022.