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Avior Wealth Management’s Universal Logistics Holdings ULH Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-1
Closed -$36 – 3655
2024
Q1 		$36 Buy
+1
New +$32 ﹤0.01% 3572

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's ULH Position: Q2 2024 in Review

Avior Wealth Management sold out of Universal Logistics Holdings (ULH) in Q2 2024, closing a stake of 1 share — an estimated $36 sold.

Avior Wealth Management first reported a position in ULH in Q1 2024 and held it in 1 quarter. The position peaked at $36 in Q1 2024. 90 funds tracked by Wall St. Rank hold ULH as of Q2 2024.

  • Avior Wealth Management reported no remaining Universal Logistics Holdings position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Universal Logistics Holdings share in Q2 2024, an estimated $36.
  • Avior Wealth Management first reported a position in Universal Logistics Holdings in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Universal Logistics Holdings position peaked at $36 in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.