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Acrospire Investment Management’s Universal Logistics Holdings ULH Stock Holding History

Acrospire Investment Management’s Portfolio ULH Stock Details ULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,143
Closed -$82K – 2428
2016
Q3 		$82K Sell
6,143
-5,438
-47% -$75.1K 0.05% 705
2016
Q2 		$149K Buy
11,581
+6,821
+143% +$98.5K 0.11% 195
2016
Q1 		$78K Buy
+4,760
New +$70.1K 0.05% 522

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Acrospire Investment Management's ULH Position: Q4 2016 in Review

Acrospire Investment Management sold out of Universal Logistics Holdings (ULH) in Q4 2016, closing a stake of 6,143 shares — an estimated $82K sold.

Acrospire Investment Management first reported a position in ULH in Q1 2016 and held it in 3 quarters. The position peaked at $149K in Q2 2016. 55 funds tracked by Wall St. Rank hold ULH as of Q4 2016.

  • Acrospire Investment Management reported no remaining Universal Logistics Holdings position as of Q4 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 6,143 Universal Logistics Holdings shares in Q4 2016, an estimated $82K.
  • Acrospire Investment Management first reported a position in Universal Logistics Holdings in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Universal Logistics Holdings position peaked at $149K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2016.

Based on Acrospire Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.