Commonwealth Equity Services
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Commonwealth Equity Services’s Universal Logistics Holdings ULH Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-6,376
Closed -$293K – 4290
2024
Q4 		$293K Buy
+6,376
New +$297K ﹤0.01% 3418

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Commonwealth Equity Services's ULH Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Universal Logistics Holdings (ULH) in Q1 2025, closing a stake of 6,376 shares — an estimated $293K sold.

Commonwealth Equity Services first reported a position in ULH in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 88 funds tracked by Wall St. Rank hold ULH as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Universal Logistics Holdings position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,376 Universal Logistics Holdings shares in Q1 2025, an estimated $293K.
  • Commonwealth Equity Services first reported a position in Universal Logistics Holdings in Q4 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's Universal Logistics Holdings position peaked at $293K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.