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Cliff Asness’s Universal Logistics Holdings ULH Stock Holding History

Cliff Asness’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
2026
Q2 		$447K Buy
+30,200
New +$539K ﹤0.01% 3440
2025
Q3 		– Sell
-20,962
Closed -$532K – 3597
2025
Q2 		$532K Sell
20,962
-9,122
-30% -$226K ﹤0.01% 2585
2025
Q1 		$789K Buy
+30,084
New +$1.03M ﹤0.01% 2171
2024
Q4 		– Sell
-12,368
Closed -$533K – 2960
2024
Q3 		$533K Sell
12,368
-1,635
-12% -$67.6K ﹤0.01% 2144
2024
Q2 		$568K Buy
14,003
+6,332
+83% +$258K ﹤0.01% 2003
2024
Q1 		$283K Sell
7,671
-19,536
-72% -$630K ﹤0.01% 2147
2023
Q4 		$762K Sell
27,207
-29,510
-52% -$734K ﹤0.01% 1706
2023
Q3 		$1.43M Sell
56,717
-29,528
-34% -$845K ﹤0.01% 1466
2023
Q2 		$2.48M Sell
86,245
-20,027
-19% -$554K 0.01% 1180
2023
Q1 		$3.1M Buy
106,272
+90,704
+583% +$2.94M 0.01% 1081
2022
Q4 		$521K Buy
15,568
+8,333
+115% +$292K ﹤0.01% 1799
2022
Q3 		$229K Buy
+7,235
New +$239K ﹤0.01% 2013
2020
Q4 		– Sell
-21,650
Closed -$452K – 2262
2020
Q3 		$452K Sell
21,650
-150,432
-87% -$2.93M ﹤0.01% 1775
2020
Q2 		$2.99M Sell
172,082
-74,837
-30% -$1.06M ﹤0.01% 984
2020
Q1 		$3.23M Buy
246,919
+18,094
+8% +$298K 0.01% 913
2019
Q4 		$4.34M Buy
228,825
+20,142
+10% +$420K ﹤0.01% 1010
2019
Q3 		$4.86M Buy
208,683
+73,027
+54% +$1.58M 0.01% 984
2019
Q2 		$3.05M Buy
135,656
+9,348
+7% +$200K ﹤0.01% 1128
2019
Q1 		$2.49M Buy
126,308
+3,877
+3% +$80.6K ﹤0.01% 1235
2018
Q4 		$2.21M Buy
122,431
+110,018
+886% +$2.88M ﹤0.01% 1208
2018
Q3 		$457K Buy
+12,413
New +$412K ﹤0.01% 1983

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Cliff Asness's ULH Position: Q2 2026 in Review

Cliff Asness opened a new position in Universal Logistics Holdings (ULH) in Q2 2026: 30,200 shares worth $447K. The stake represents ﹤0.01% of the portfolio and ranks #3440 among its holdings. This is a return to the name: Cliff Asness previously reported a position in ULH as recently as Q2 2025.

Cliff Asness first reported a position in ULH in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.86M in Q3 2019. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • Cliff Asness held 30,200 shares of Universal Logistics Holdings worth $447K as of Q2 2026.
  • Universal Logistics Holdings was a new Cliff Asness position in Q2 2026.
  • Universal Logistics Holdings made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3440 holding.
  • Cliff Asness first reported a position in Universal Logistics Holdings in Q3 2018 and has held it in 21 quarters since.
  • Cliff Asness's Universal Logistics Holdings position peaked at $4.86M in Q3 2019.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.