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Dynamic Technology Lab’s Universal Logistics Holdings ULH Stock Holding History

Dynamic Technology Lab’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
2024
Q3 		– Sell
-6,196
Closed -$251K – 1374
2024
Q2 		$251K Buy
+6,196
New +$252K 0.03% 733
2020
Q1 		– Sell
-10,449
Closed -$198K – 1390
2019
Q4 		$198K Sell
10,449
-5,850
-36% -$122K 0.03% 839
2019
Q3 		$379K Buy
+16,299
New +$352K 0.07% 549
2016
Q1 		– Sell
-11,333
Closed -$159K – 1190
2015
Q4 		$159K Buy
+11,333
New +$174K 0.05% 755

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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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

Dynamic Technology Lab's ULH Position: Q3 2024 in Review

Dynamic Technology Lab sold out of Universal Logistics Holdings (ULH) in Q3 2024, closing a stake of 6,196 shares — an estimated $251K sold.

Dynamic Technology Lab first reported a position in ULH in Q4 2015 and held it in 4 quarters. The position peaked at $379K in Q3 2019. 91 funds tracked by Wall St. Rank hold ULH as of Q3 2024.

  • Dynamic Technology Lab reported no remaining Universal Logistics Holdings position as of Q3 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 6,196 Universal Logistics Holdings shares in Q3 2024, an estimated $251K.
  • Dynamic Technology Lab first reported a position in Universal Logistics Holdings in Q4 2015 and held it in 4 quarters.
  • Dynamic Technology Lab's Universal Logistics Holdings position peaked at $379K in Q3 2019.
  • 91 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2024.

Based on Dynamic Technology Lab's 13F filing for Q3 2024, filed 13 Nov 2024.