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Essex Investment Management’s Universal Logistics Holdings ULH Stock Holding History

Essex Investment Management’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
2016
Q2 		– Sell
-50,913
Closed -$839K – 340
2016
Q1 		$839K Buy
+50,913
New +$750K 0.14% 160

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Essex Investment Management's ULH Position: Q2 2016 in Review

Essex Investment Management sold out of Universal Logistics Holdings (ULH) in Q2 2016, closing a stake of 50,913 shares — an estimated $839K sold.

Essex Investment Management first reported a position in ULH in Q1 2016 and held it in 1 quarter. The position peaked at $839K in Q1 2016. 59 funds tracked by Wall St. Rank hold ULH as of Q2 2016.

  • Essex Investment Management reported no remaining Universal Logistics Holdings position as of Q2 2016 after selling out during the quarter.
  • Essex Investment Management sold 50,913 Universal Logistics Holdings shares in Q2 2016, an estimated $839K.
  • Essex Investment Management first reported a position in Universal Logistics Holdings in Q1 2016 and held it in 1 quarter.
  • Essex Investment Management's Universal Logistics Holdings position peaked at $839K in Q1 2016.
  • 59 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2016.

Based on Essex Investment Management's 13F filing for Q2 2016, filed 27 Jul 2016.