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Dorsey Wright & Associates’s Universal Logistics Holdings ULH Stock Holding History

Dorsey Wright & 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
Q1 		– Sell
-560
Closed -$12K – 376
2020
Q4 		$12K Buy
+560
New +$12.2K ﹤0.01% 290
2019
Q1 		– Sell
-531
Closed -$10K – 333
2018
Q4 		$10K Buy
+531
New +$13.9K ﹤0.01% 265

Other funds holding ULH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dorsey Wright & Associates's ULH Position: Q1 2021 in Review

Dorsey Wright & Associates sold out of Universal Logistics Holdings (ULH) in Q1 2021, closing a stake of 560 shares — an estimated $12K sold.

Dorsey Wright & Associates first reported a position in ULH in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 81 funds tracked by Wall St. Rank hold ULH as of Q1 2021.

  • Dorsey Wright & Associates reported no remaining Universal Logistics Holdings position as of Q1 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 560 Universal Logistics Holdings shares in Q1 2021, an estimated $12K.
  • Dorsey Wright & Associates first reported a position in Universal Logistics Holdings in Q4 2018 and held it in 2 quarters.
  • Dorsey Wright & Associates's Universal Logistics Holdings position peaked at $12K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2021.

Based on Dorsey Wright & Associates's 13F filing for Q1 2021, filed 27 Apr 2021.