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Cavalier Investments’s Universal Logistics Holdings ULH Stock Holding History

Cavalier Investments’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
2019
Q1 		– Sell
-23,300
Closed -$421K – 167
2018
Q4 		$421K Hold
23,300
– – 0.14% 111
2018
Q3 		$857K Buy
+23,300
New +$774K 0.25% 85

Other funds holding ULH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cavalier Investments's ULH Position: Q1 2019 in Review

Cavalier Investments sold out of Universal Logistics Holdings (ULH) in Q1 2019, closing a stake of 23,300 shares — an estimated $421K sold.

Cavalier Investments first reported a position in ULH in Q3 2018 and held it in 2 quarters. The position peaked at $857K in Q3 2018. 87 funds tracked by Wall St. Rank hold ULH as of Q1 2019.

  • Cavalier Investments reported no remaining Universal Logistics Holdings position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 23,300 Universal Logistics Holdings shares in Q1 2019, an estimated $421K.
  • Cavalier Investments first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 2 quarters.
  • Cavalier Investments's Universal Logistics Holdings position peaked at $857K in Q3 2018.
  • 87 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.