Credit Suisse’s Universal Logistics Holdings ULH Stock Holding History

Credit Suisse’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 Q1	$275K	Hold	7,458	–	–	﹤0.01%	2846
2023 Q4	$209K	Buy	+7,458	New	+$185K	﹤0.01%	2977
2023 Q3	–	Sell	-7,879	Closed	-$227K	–	3177
2023 Q2	$227K	Buy	+7,879	New	+$218K	﹤0.01%	3073
2023 Q1	–	Sell	-5,781	Closed	-$193K	–	3717
2022 Q4	$193K	Buy	5,781 +5,742	+14,723%	+$201K	﹤0.01%	3189
2022 Q3	$1K	Buy	39 +31	+388%	+$1.02K	﹤0.01%	3939
2022 Q2	$0	Buy	+8	New	+$190	﹤0.01%	4328
2019 Q1	–	Sell	-10,973	Closed	-$199K	–	4151
2018 Q4	$199K	Buy	+10,973	New	+$287K	﹤0.01%	3673
2014 Q3	–	Sell	-15,864	Closed	-$402K	–	4649
2014 Q2	$402K	Buy	+15,864	New	+$401K	﹤0.01%	3956

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 $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse's ULH Position: Q1 2024 in Review

Credit Suisse held its Universal Logistics Holdings (ULH) position steady in Q1 2024 at 7,458 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Credit Suisse first reported a position in ULH in Q2 2014 and has held it in 8 quarters since. The position peaked at $402K in Q2 2014. 77 funds tracked by Wall St. Rank hold ULH as of Q1 2024.

Credit Suisse held 7,458 shares of Universal Logistics Holdings worth $275K as of Q1 2024.
Credit Suisse left its Universal Logistics Holdings share count unchanged in Q1 2024.
Universal Logistics Holdings made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2846 holding.
Credit Suisse first reported a position in Universal Logistics Holdings in Q2 2014 and has held it in 8 quarters since.
Credit Suisse's Universal Logistics Holdings position peaked at $402K in Q2 2014.
77 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.