Amalgamated Bank’s Universal Logistics Holdings ULH Stock Holding History

Amalgamated Bank’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
2026 Q1	–	Sell	-212	Closed	-$3K	–	2752
2025 Q4	$3K	Sell	212 -52	-20%	-$875	﹤0.01%	2882
2025 Q3	$6K	Hold	264	–	–	﹤0.01%	2713
2025 Q2	$7K	Hold	264	–	–	﹤0.01%	2609
2025 Q1	$7K	Hold	264	–	–	﹤0.01%	2552
2024 Q4	$12K	Hold	264	–	–	﹤0.01%	2369
2024 Q3	$11K	Hold	264	–	–	﹤0.01%	2421
2024 Q2	$11K	Hold	264	–	–	﹤0.01%	2408
2024 Q1	$10K	Sell	264 -363	-58%	-$11.7K	﹤0.01%	2462
2023 Q4	$18K	Sell	627 -78	-11%	-$1.94K	﹤0.01%	2709
2023 Q3	$18K	Hold	705	–	–	﹤0.01%	2713
2023 Q2	$20K	Sell	705 -252	-26%	-$6.98K	﹤0.01%	2753
2023 Q1	$28K	Sell	957 -156	-14%	-$5.06K	﹤0.01%	2526
2022 Q4	$37K	Hold	1,113	–	–	﹤0.01%	2557
2022 Q3	$35K	Buy	1,113 +5	+0.5%	+$165	﹤0.01%	2614
2022 Q2	$30K	Sell	1,108 -73	-6%	-$1.74K	﹤0.01%	2724
2022 Q1	$24K	Buy	+1,181	New	+$22.3K	﹤0.01%	2747

Other funds holding ULH

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Amalgamated Bank's ULH Position: Q1 2026 in Review

Amalgamated Bank sold out of Universal Logistics Holdings (ULH) in Q1 2026, closing a stake of 212 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in ULH in Q1 2022 and held it in 16 quarters. The position peaked at $37K in Q4 2022. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

Amalgamated Bank reported no remaining Universal Logistics Holdings position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 212 Universal Logistics Holdings shares in Q1 2026, an estimated $3K.
Amalgamated Bank first reported a position in Universal Logistics Holdings in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Universal Logistics Holdings position peaked at $37K in Q4 2022.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.