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Anchor Capital Advisors’s Universal Logistics Holdings ULH Stock Holding History

Anchor Capital Advisors’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 		$1.05M Buy
49,896
+1,354
+3% +$23.2K 0.03% 160
2025
Q4 		$737K Sell
48,542
-964
-2% -$16.2K 0.02% 192
2025
Q3 		$1.16M Buy
49,506
+875
+2% +$22.1K 0.03% 168
2025
Q2 		$1.23M Sell
48,631
-615
-1% -$15.2K 0.04% 163
2025
Q1 		$1.29M Buy
49,246
+15,141
+44% +$518K 0.04% 157
2024
Q4 		$1.57M Buy
34,105
+7,570
+29% +$353K 0.04% 151
2024
Q3 		$1.14M Buy
26,535
+132
+0.5% +$5.46K 0.03% 173
2024
Q2 		$1.07M Buy
26,403
+459
+2% +$18.7K 0.03% 171
2024
Q1 		$957K Buy
+25,944
New +$836K 0.03% 175

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
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return