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EAM Investors’s Universal Logistics Holdings ULH Stock Holding History

EAM Investors’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
2023
Q1 		– Sell
-22,361
Closed -$748K – 371
2022
Q4 		$748K Sell
22,361
-10,620
-32% -$372K 0.15% 244
2022
Q3 		$1.05M Buy
+32,981
New +$1.09M 0.23% 201
2018
Q4 		– Sell
-33,955
Closed -$1.25M – 324
2018
Q3 		$1.25M Buy
+33,955
New +$1.13M 0.19% 189

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM Investors's ULH Position: Q1 2023 in Review

EAM Investors sold out of Universal Logistics Holdings (ULH) in Q1 2023, closing a stake of 22,361 shares — an estimated $748K sold.

EAM Investors first reported a position in ULH in Q3 2018 and held it in 3 quarters. The position peaked at $1.25M in Q3 2018. 97 funds tracked by Wall St. Rank hold ULH as of Q1 2023.

  • EAM Investors reported no remaining Universal Logistics Holdings position as of Q1 2023 after selling out during the quarter.
  • EAM Investors sold 22,361 Universal Logistics Holdings shares in Q1 2023, an estimated $748K.
  • EAM Investors first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 3 quarters.
  • EAM Investors's Universal Logistics Holdings position peaked at $1.25M in Q3 2018.
  • 97 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2023.

Based on EAM Investors's 13F filing for Q1 2023, filed 15 May 2023.