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Aquatic Capital Management’s Universal Logistics Holdings ULH Stock Holding History

Aquatic Capital 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
2023
Q4 		– Sell
-100
Closed -$3K – 1646
2023
Q3 		$3K Buy
+100
New +$2.86K ﹤0.01% 1189

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aquatic Capital Management's ULH Position: Q4 2023 in Review

Aquatic Capital Management sold out of Universal Logistics Holdings (ULH) in Q4 2023, closing a stake of 100 shares — an estimated $3K sold.

Aquatic Capital Management first reported a position in ULH in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 79 funds tracked by Wall St. Rank hold ULH as of Q4 2023.

  • Aquatic Capital Management reported no remaining Universal Logistics Holdings position as of Q4 2023 after selling out during the quarter.
  • Aquatic Capital Management sold 100 Universal Logistics Holdings shares in Q4 2023, an estimated $3K.
  • Aquatic Capital Management first reported a position in Universal Logistics Holdings in Q3 2023 and held it in 1 quarter.
  • Aquatic Capital Management's Universal Logistics Holdings position peaked at $3K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2023.

Based on Aquatic Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.