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Dean Investment Associates’s Universal Logistics Holdings ULH Stock Holding History

Dean Investment Associates’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
-37,923
Closed -$761K – 241
2021
Q3 		$761K Buy
37,923
+363
+1% +$7.85K 0.14% 207
2021
Q2 		$875K Buy
+37,560
New +$936K 0.16% 210

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 Investment Associates's ULH Position: Q4 2021 in Review

Dean Investment Associates sold out of Universal Logistics Holdings (ULH) in Q4 2021, closing a stake of 37,923 shares — an estimated $761K sold.

Dean Investment Associates first reported a position in ULH in Q2 2021 and held it in 2 quarters. The position peaked at $875K in Q2 2021. 63 funds tracked by Wall St. Rank hold ULH as of Q4 2021.

  • Dean Investment Associates reported no remaining Universal Logistics Holdings position as of Q4 2021 after selling out during the quarter.
  • Dean Investment Associates sold 37,923 Universal Logistics Holdings shares in Q4 2021, an estimated $761K.
  • Dean Investment Associates first reported a position in Universal Logistics Holdings in Q2 2021 and held it in 2 quarters.
  • Dean Investment Associates's Universal Logistics Holdings position peaked at $875K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2021.

Based on Dean Investment Associates's 13F filing for Q4 2021, filed 10 Feb 2022.