DCM
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Dean Capital Management’s Universal Logistics Holdings ULH Stock Holding History

Dean Capital Management’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
2021
Q4 		– Sell
-24,609
Closed -$494K – 84
2021
Q3 		$494K Hold
24,609
– – 0.46% 70
2021
Q2 		$573K Buy
+24,609
New +$613K 0.53% 72

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dean Capital Management's ULH Position: Q4 2021 in Review

Dean Capital Management sold out of Universal Logistics Holdings (ULH) in Q4 2021, closing a stake of 24,609 shares — an estimated $494K sold.

Dean Capital Management first reported a position in ULH in Q2 2021 and held it in 2 quarters. The position peaked at $573K in Q2 2021. 63 funds tracked by Wall St. Rank hold ULH as of Q4 2021.

  • Dean Capital Management reported no remaining Universal Logistics Holdings position as of Q4 2021 after selling out during the quarter.
  • Dean Capital Management sold 24,609 Universal Logistics Holdings shares in Q4 2021, an estimated $494K.
  • Dean Capital Management first reported a position in Universal Logistics Holdings in Q2 2021 and held it in 2 quarters.
  • Dean Capital Management's Universal Logistics Holdings position peaked at $573K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2021.

Based on Dean Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.