Connor, Clark & Lunn Investment Management (CC&L)’s Universal Logistics Holdings ULH Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-7,856	Closed	-$361K	–	1617
2024 Q4	$361K	Sell	7,856 -437	-5%	-$20.4K	﹤0.01%	1224
2024 Q3	$358K	Buy	+8,293	New	+$343K	﹤0.01%	1190
2019 Q4	–	Sell	-15,975	Closed	-$372K	–	1099
2019 Q3	$372K	Sell	15,975 -4,100	-20%	-$88.6K	﹤0.01%	742
2019 Q2	$451K	Buy	20,075 +700	+4%	+$15K	﹤0.01%	744
2019 Q1	$381K	Sell	19,375 -300	-2%	-$6.23K	﹤0.01%	712
2018 Q4	$356K	Sell	19,675 -100	-0.5%	-$2.62K	﹤0.01%	766
2018 Q3	$728K	Buy	+19,775	New	+$657K	﹤0.01%	625

Other funds holding ULH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s ULH Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Universal Logistics Holdings (ULH) in Q1 2025, closing a stake of 7,856 shares — an estimated $361K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ULH in Q3 2018 and held it in 7 quarters. The position peaked at $728K in Q3 2018. 88 funds tracked by Wall St. Rank hold ULH as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Universal Logistics Holdings position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 7,856 Universal Logistics Holdings shares in Q1 2025, an estimated $361K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 7 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Universal Logistics Holdings position peaked at $728K in Q3 2018.
88 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.