Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Universal Logistics Holdings ULH Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-14,418
Closed -$482K – 3256
2022
Q4 		$482K Buy
14,418
+4,766
+49% +$167K ﹤0.01% 2044
2022
Q3 		$306K Buy
+9,652
New +$319K ﹤0.01% 2347
2018
Q4 		– Sell
-23,388
Closed -$861K – 2285
2018
Q3 		$861K Buy
+23,388
New +$777K 0.01% 1109

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cambridge Investment Research Advisors's ULH Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Universal Logistics Holdings (ULH) in Q1 2023, closing a stake of 14,418 shares — an estimated $482K sold.

Cambridge Investment Research Advisors first reported a position in ULH in Q3 2018 and held it in 3 quarters. The position peaked at $861K in Q3 2018. 97 funds tracked by Wall St. Rank hold ULH as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining Universal Logistics Holdings position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 14,418 Universal Logistics Holdings shares in Q1 2023, an estimated $482K.
  • Cambridge Investment Research Advisors first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Universal Logistics Holdings position peaked at $861K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.