Edge Capital Group, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Edge Capital Group, LLC opened 3 positions, added to 2, reduced 8 and sold out of 10.
- Q1 2024: Stock RUBICON TECHNOLOGIES INC CL A; Country of operation —; Class Stock; Shares before 171,072.
- Q1 2024: Stock FERGUSON PLC NEW SHS; Country of operation —; Class Stock; Shares before 18,538.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767220), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
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