Daiwa Securities Group
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Daiwa Securities Group’s Universal Logistics Holdings ULH Stock Holding History

Daiwa Securities Group’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
2017
Q1 		– Sell
-4,000
Closed -$65K – 1046
2016
Q4 		$65K Buy
+4,000
New +$55.9K ﹤0.01% 937

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group's ULH Position: Q1 2017 in Review

Daiwa Securities Group sold out of Universal Logistics Holdings (ULH) in Q1 2017, closing a stake of 4,000 shares — an estimated $65K sold.

Daiwa Securities Group first reported a position in ULH in Q4 2016 and held it in 1 quarter. The position peaked at $65K in Q4 2016. 50 funds tracked by Wall St. Rank hold ULH as of Q1 2017.

  • Daiwa Securities Group reported no remaining Universal Logistics Holdings position as of Q1 2017 after selling out during the quarter.
  • Daiwa Securities Group sold 4,000 Universal Logistics Holdings shares in Q1 2017, an estimated $65K.
  • Daiwa Securities Group first reported a position in Universal Logistics Holdings in Q4 2016 and held it in 1 quarter.
  • Daiwa Securities Group's Universal Logistics Holdings position peaked at $65K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2017.

Based on Daiwa Securities Group's 13F filing for Q1 2017, filed 2 May 2017.