Boston Partners
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Boston Partners’s Universal Logistics Holdings ULH Stock Holding History

Boston Partners’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
Q4 		– Sell
-16,497
Closed -$711K – 764
2024
Q3 		$711K Buy
16,497
+1,492
+10% +$61.7K ﹤0.01% 641
2024
Q2 		$609K Sell
15,005
-65,644
-81% -$2.67M ﹤0.01% 638
2024
Q1 		$2.97M Sell
80,649
-5,519
-6% -$178K ﹤0.01% 472
2023
Q4 		$2.41M Sell
86,168
-11,626
-12% -$289K ﹤0.01% 486
2023
Q3 		$2.46M Sell
97,794
-3,659
-4% -$105K ﹤0.01% 469
2023
Q2 		$2.92M Buy
101,453
+7,846
+8% +$217K ﹤0.01% 441
2023
Q1 		$2.73M Buy
+93,607
New +$3.04M ﹤0.01% 438
2022
Q4 		– Sell
-7,200
Closed -$228K – 763
2022
Q3 		$228K Sell
7,200
-14,648
-67% -$484K ﹤0.01% 671
2022
Q2 		$597K Sell
21,848
-32,782
-60% -$780K ﹤0.01% 584
2022
Q1 		$1.1M Buy
54,630
+2,686
+5% +$50.8K ﹤0.01% 537
2021
Q4 		$980K Buy
51,944
+17,094
+49% +$338K ﹤0.01% 536
2021
Q3 		$700K Sell
34,850
-13,695
-28% -$296K ﹤0.01% 574
2021
Q2 		$1.13M Sell
48,545
-21,967
-31% -$548K ﹤0.01% 523
2021
Q1 		$1.85M Sell
70,512
-29,405
-29% -$706K ﹤0.01% 492
2020
Q4 		$2.06M Buy
99,917
+1,006
+1% +$21.9K ﹤0.01% 433
2020
Q3 		$2.06M Buy
98,911
+18,262
+23% +$356K ﹤0.01% 419
2020
Q2 		$1.4M Sell
80,649
-4,930
-6% -$70K ﹤0.01% 474
2020
Q1 		$1.12M Buy
85,579
+2,430
+3% +$40.1K ﹤0.01% 507
2019
Q4 		$1.58M Buy
+83,149
New +$1.73M ﹤0.01% 532
2019
Q2 		– Sell
-273,608
Closed -$5.38M – 705
2019
Q1 		$5.38M Buy
273,608
+10,208
+4% +$212K 0.01% 421
2018
Q4 		$4.76M Buy
263,400
+212,400
+416% +$5.56M 0.01% 418
2018
Q3 		$1.88M Sell
51,000
-157,400
-76% -$5.23M ﹤0.01% 620
2018
Q2 		$5.47M Buy
208,400
+25,645
+14% +$608K 0.01% 445
2018
Q1 		$3.87M Buy
182,755
+60,000
+49% +$1.37M ﹤0.01% 536
2017
Q4 		$2.92M Buy
122,755
+36,542
+42% +$817K ﹤0.01% 617
2017
Q3 		$1.76M Buy
+86,213
New +$1.38M ﹤0.01% 681

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners's ULH Position: Q4 2024 in Review

Boston Partners sold out of Universal Logistics Holdings (ULH) in Q4 2024, closing a stake of 16,497 shares — an estimated $711K sold.

Boston Partners first reported a position in ULH in Q3 2017 and held it in 26 quarters. The position peaked at $5.47M in Q2 2018. 84 funds tracked by Wall St. Rank hold ULH as of Q4 2024.

  • Boston Partners reported no remaining Universal Logistics Holdings position as of Q4 2024 after selling out during the quarter.
  • Boston Partners sold 16,497 Universal Logistics Holdings shares in Q4 2024, an estimated $711K.
  • Boston Partners first reported a position in Universal Logistics Holdings in Q3 2017 and held it in 26 quarters.
  • Boston Partners's Universal Logistics Holdings position peaked at $5.47M in Q2 2018.
  • 84 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2024.

Based on Boston Partners's 13F filing for Q4 2024, filed 11 Feb 2025.