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Capital Performance Advisors’s Universal Logistics Holdings ULH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-30
Closed -$1.29K – 2541
2024
Q3 		$1.29K Buy
+30
New +$1.24K ﹤0.01% 1778

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

Capital Performance Advisors's ULH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Universal Logistics Holdings (ULH) in Q4 2024, closing a stake of 30 shares — an estimated $1.29K sold.

Capital Performance Advisors first reported a position in ULH in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 84 funds tracked by Wall St. Rank hold ULH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Universal Logistics Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 30 Universal Logistics Holdings shares in Q4 2024, an estimated $1.29K.
  • Capital Performance Advisors first reported a position in Universal Logistics Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Universal Logistics Holdings position peaked at $1.29K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.