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BlackRock Institutional Trust’s Universal Logistics Holdings ULH Stock Holding History

BlackRock Institutional Trust’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
Q4 		$3.7M Buy
226,193
+277
+0.1% +$3.87K ﹤0.01% 2832
2016
Q3 		$3.03M Sell
225,916
-410
-0.2% -$5.66K ﹤0.01% 2891
2016
Q2 		$2.92M Sell
226,326
-459
-0.2% -$6.63K ﹤0.01% 2905
2016
Q1 		$3.73M Sell
226,785
-788
-0.3% -$11.6K ﹤0.01% 2787
2015
Q4 		$3.19M Buy
227,573
+9,111
+4% +$140K ﹤0.01% 2916
2015
Q3 		$3.4M Buy
218,462
+666
+0.3% +$13.5K ﹤0.01% 2899
2015
Q2 		$4.78M Sell
217,796
-1,190
-0.5% -$25.5K ﹤0.01% 2787
2015
Q1 		$5.51M Buy
218,986
+10,787
+5% +$271K ﹤0.01% 2724
2014
Q4 		$5.94M Sell
208,199
-1,558
-0.7% -$41.3K ﹤0.01% 2659
2014
Q3 		$5.09M Sell
209,757
-1,944
-0.9% -$47.7K ﹤0.01% 2686
2014
Q2 		$5.37M Sell
211,701
-17,039
-7% -$431K ﹤0.01% 2754
2014
Q1 		$6.61M Buy
228,740
+32,046
+16% +$918K ﹤0.01% 2660
2013
Q4 		$6M Buy
196,694
+10,982
+6% +$307K ﹤0.01% 2699
2013
Q3 		$4.95M Sell
185,712
-3,353
-2% -$88.3K ﹤0.01% 2735
2013
Q2 		$4.56M Buy
+189,065
New +$4.59M ﹤0.01% 2747

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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Institutional Trust's ULH Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Universal Logistics Holdings (ULH) stake by 0.12% in Q4 2016, buying an estimated $3.87K and bringing the position to 226,193 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

BlackRock Institutional Trust first reported a position in ULH in Q2 2013 and has held it in 15 quarters since. The position peaked at $6.61M in Q1 2014. 55 funds tracked by Wall St. Rank hold ULH as of Q4 2016.

  • BlackRock Institutional Trust held 226,193 shares of Universal Logistics Holdings worth $3.7M as of Q4 2016.
  • BlackRock Institutional Trust bought 277 Universal Logistics Holdings shares in Q4 2016, an estimated $3.87K.
  • Universal Logistics Holdings made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2832 holding.
  • BlackRock Institutional Trust first reported a position in Universal Logistics Holdings in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Universal Logistics Holdings position peaked at $6.61M in Q1 2014.
  • 55 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.