Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Universal Logistics Holdings ULH Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2021
Q4 		– Sell
-2,686
Closed -$54K – 366
2021
Q3 		$54K Hold
2,686
– – ﹤0.01% 253
2021
Q2 		$63K Sell
2,686
-972
-27% -$24.2K ﹤0.01% 242
2021
Q1 		$96K Sell
3,658
-795
-18% -$19.1K ﹤0.01% 236
2020
Q4 		$92K Sell
4,453
-7,312
-62% -$159K ﹤0.01% 228
2020
Q3 		$246K Sell
11,765
-35,964
-75% -$701K ﹤0.01% 190
2020
Q2 		$830K Sell
47,729
-10,440
-18% -$148K ﹤0.01% 185
2020
Q1 		$762K Sell
58,169
-30,980
-35% -$511K ﹤0.01% 178
2019
Q4 		$1.69M Buy
89,149
+26,895
+43% +$561K 0.01% 211
2019
Q3 		$1.45M Sell
62,254
-7,468
-11% -$161K ﹤0.01% 227
2019
Q2 		$1.57M Sell
69,722
-2,668
-4% -$57K ﹤0.01% 237
2019
Q1 		$1.43M Buy
72,390
+16,027
+28% +$333K ﹤0.01% 252
2018
Q4 		$1.02M Sell
56,363
-8,543
-13% -$224K ﹤0.01% 270
2018
Q3 		$2.39M Buy
+64,906
New +$2.16M ﹤0.01% 258

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's ULH Position: Q4 2021 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Universal Logistics Holdings (ULH) in Q4 2021, closing a stake of 2,686 shares — an estimated $54K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in ULH in Q3 2018 and held it in 13 quarters. The position peaked at $2.39M in Q3 2018. 63 funds tracked by Wall St. Rank hold ULH as of Q4 2021.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Universal Logistics Holdings position as of Q4 2021 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 2,686 Universal Logistics Holdings shares in Q4 2021, an estimated $54K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 13 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Universal Logistics Holdings position peaked at $2.39M in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2021.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2021, filed 10 Feb 2022.