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Algert Global’s Universal Logistics Holdings ULH Stock Holding History

Algert Global’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
2024
Q4 		– Sell
-6,046
Closed -$261K – 1346
2024
Q3 		$261K Buy
+6,046
New +$250K 0.01% 1027
2022
Q4 		– Sell
-12,620
Closed -$400K – 1296
2022
Q3 		$400K Sell
12,620
-2,730
-18% -$90.1K 0.02% 871
2022
Q2 		$419K Buy
+15,350
New +$365K 0.03% 814
2020
Q1 		– Sell
-20,528
Closed -$389K – 522
2019
Q4 		$389K Buy
+20,528
New +$428K 0.12% 234

Other funds holding ULH

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Algert Global's ULH Position: Q4 2024 in Review

Algert Global sold out of Universal Logistics Holdings (ULH) in Q4 2024, closing a stake of 6,046 shares — an estimated $261K sold.

Algert Global first reported a position in ULH in Q4 2019 and held it in 4 quarters. The position peaked at $419K in Q2 2022. 84 funds tracked by Wall St. Rank hold ULH as of Q4 2024.

  • Algert Global reported no remaining Universal Logistics Holdings position as of Q4 2024 after selling out during the quarter.
  • Algert Global sold 6,046 Universal Logistics Holdings shares in Q4 2024, an estimated $261K.
  • Algert Global first reported a position in Universal Logistics Holdings in Q4 2019 and held it in 4 quarters.
  • Algert Global's Universal Logistics Holdings position peaked at $419K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.