Engineers Gate Manager’s Universal Logistics Holdings ULH Stock Holding History

Engineers Gate Manager’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
2022 Q4	–	Sell	-12,341	Closed	-$391K	–	2052
2022 Q3	$391K	Sell	12,341 -26,099	-68%	-$862K	0.02%	961
2022 Q2	$1.05M	Buy	38,440 +26,041	+210%	+$620K	0.04%	676
2022 Q1	$250K	Buy	+12,399	New	+$234K	0.01%	1508
2020 Q1	–	Sell	-11,022	Closed	-$209K	–	1957
2019 Q4	$209K	Buy	+11,022	New	+$230K	0.01%	1451
2018 Q4	–	Sell	-8,851	Closed	-$326K	–	1148
2018 Q3	$326K	Buy	+8,851	New	+$294K	0.03%	630

Other funds holding ULH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Engineers Gate Manager's ULH Position: Q4 2022 in Review

Engineers Gate Manager sold out of Universal Logistics Holdings (ULH) in Q4 2022, closing a stake of 12,341 shares — an estimated $391K sold.

Engineers Gate Manager first reported a position in ULH in Q3 2018 and held it in 5 quarters. The position peaked at $1.05M in Q2 2022. 111 funds tracked by Wall St. Rank hold ULH as of Q4 2022.

Engineers Gate Manager reported no remaining Universal Logistics Holdings position as of Q4 2022 after selling out during the quarter.
Engineers Gate Manager sold 12,341 Universal Logistics Holdings shares in Q4 2022, an estimated $391K.
Engineers Gate Manager first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 5 quarters.
Engineers Gate Manager's Universal Logistics Holdings position peaked at $1.05M in Q2 2022.
111 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2022.

Based on Engineers Gate Manager's 13F filing for Q4 2022, filed 14 Feb 2023.