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Analytic Investors’s Universal Logistics Holdings ULH Stock Holding History

Analytic Investors’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
Q3 		$155K Hold
11,516
– – ﹤0.01% 575
2016
Q2 		$149K Buy
+11,516
New +$166K ﹤0.01% 586

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Analytic Investors's ULH Position: Q3 2016 in Review

Analytic Investors held its Universal Logistics Holdings (ULH) position steady in Q3 2016 at 11,516 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Analytic Investors first reported a position in ULH in Q2 2016 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold ULH as of Q3 2016.

  • Analytic Investors held 11,516 shares of Universal Logistics Holdings worth $155K as of Q3 2016.
  • Analytic Investors left its Universal Logistics Holdings share count unchanged in Q3 2016.
  • Universal Logistics Holdings made up ﹤0.01% of Analytic Investors's portfolio in Q3 2016, its #575 holding.
  • Analytic Investors first reported a position in Universal Logistics Holdings in Q2 2016 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.