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Denali Advisors’s Universal Logistics Holdings ULH Stock Holding History

Denali Advisors’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
2026
Q1 		– Sell
-49,224
Closed -$748K – 345
2025
Q4 		$748K Sell
49,224
-43,787
-47% -$737K 0.08% 212
2025
Q3 		$2.18M Sell
93,011
-8,213
-8% -$207K 0.25% 109
2025
Q2 		$2.57M Buy
101,224
+223
+0.2% +$5.53K 0.27% 103
2025
Q1 		$2.65M Buy
101,001
+8,752
+9% +$299K 0.3% 102
2024
Q4 		$4.24M Buy
92,249
+8,418
+10% +$392K 0.44% 80
2024
Q3 		$3.61M Hold
83,831
– – 0.39% 90
2024
Q2 		$3.4M Buy
83,831
+21,100
+34% +$859K 0.93% 45
2024
Q1 		$2.31M Hold
62,731
– – 0.68% 52
2023
Q4 		$1.76M Sell
62,731
-4,600
-7% -$114K 0.54% 53
2023
Q3 		$1.7M Hold
67,331
– – 0.6% 57
2023
Q2 		$1.94M Buy
67,331
+15,900
+31% +$440K 0.68% 48
2023
Q1 		$1.5M Buy
51,431
+19,431
+61% +$630K 0.62% 53
2022
Q4 		$1.07M Buy
32,000
+9,100
+40% +$319K 0.45% 66
2022
Q3 		$726K Buy
22,900
+14,300
+166% +$472K 0.34% 75
2022
Q2 		$235K Buy
8,600
+3,600
+72% +$85.7K 0.1% 145
2022
Q1 		$101K Buy
5,000
+1,600
+47% +$30.2K 0.04% 193
2021
Q4 		$64K Buy
+3,400
New +$67.3K 0.02% 226
2021
Q2 		– Sell
-7,240
Closed -$190K – 368
2021
Q1 		$190K Buy
7,240
+988
+16% +$23.7K 0.06% 161
2020
Q4 		$129K Buy
6,252
+982
+19% +$21.3K 0.02% 259
2020
Q3 		$110K Sell
5,270
-6,250
-54% -$122K 0.02% 253
2020
Q2 		$200K Hold
11,520
– – 0.04% 253
2020
Q1 		$151K Buy
11,520
+583
+5% +$9.62K 0.03% 217
2019
Q4 		$207K Buy
10,937
+10,786
+7,143% +$225K 0.03% 216
2019
Q3 		$4K Sell
151
-91
-38% -$1.97K ﹤0.01% 243
2019
Q2 		$5K Buy
242
+72
+42% +$1.54K ﹤0.01% 245
2019
Q1 		$3K Sell
170
-119
-41% -$2.47K ﹤0.01% 211
2018
Q4 		$5K Buy
289
+33
+13% +$864 ﹤0.01% 132
2018
Q3 		$9K Buy
256
+56
+28% +$1.86K ﹤0.01% 127
2018
Q2 		$5K Hold
200
– – ﹤0.01% 162
2018
Q1 		$4K Hold
200
– – ﹤0.01% 178
2017
Q4 		$5K Hold
200
– – ﹤0.01% 156
2017
Q3 		$4K Hold
200
– – ﹤0.01% 167
2017
Q2 		$3K Hold
200
– – ﹤0.01% 201
2017
Q1 		$3K Sell
200
-117
-37% -$1.65K ﹤0.01% 193
2016
Q4 		$5K Hold
317
– – ﹤0.01% 148
2016
Q3 		$4K Buy
317
+100
+46% +$1.38K ﹤0.01% 160
2016
Q2 		$3K Hold
217
– – ﹤0.01% 174
2016
Q1 		$4K Hold
217
– – ﹤0.01% 149
2015
Q4 		$3K Buy
217
+67
+45% +$1.03K ﹤0.01% 180
2015
Q3 		$2K Buy
150
+100
+200% +$2.02K ﹤0.01% 230
2015
Q2 		$1K Hold
50
– – ﹤0.01% 280
2015
Q1 		$1K Hold
50
– – ﹤0.01% 255
2014
Q4 		$1K Hold
50
– – ﹤0.01% 239
2014
Q3 		$1K Hold
50
– – ﹤0.01% 225
2014
Q2 		$1K Hold
50
– – ﹤0.01% 249
2014
Q1 		$1K Hold
50
– – ﹤0.01% 251
2013
Q4 		$2K Buy
+50
New +$1.4K ﹤0.01% 217

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Denali Advisors's ULH Position: Q1 2026 in Review

Denali Advisors sold out of Universal Logistics Holdings (ULH) in Q1 2026, closing a stake of 49,224 shares — an estimated $748K sold.

Denali Advisors first reported a position in ULH in Q4 2013 and held it in 47 quarters. The position peaked at $4.24M in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Denali Advisors reported no remaining Universal Logistics Holdings position as of Q1 2026 after selling out during the quarter.
  • Denali Advisors sold 49,224 Universal Logistics Holdings shares in Q1 2026, an estimated $748K.
  • Denali Advisors first reported a position in Universal Logistics Holdings in Q4 2013 and held it in 47 quarters.
  • Denali Advisors's Universal Logistics Holdings position peaked at $4.24M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.