FGAM
ULH icon

Financial Gravity Asset Management’s Universal Logistics Holdings ULH Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$4K Hold
200
– – ﹤0.01% 1299
2019
Q3 		$5K Hold
200
– – ﹤0.01% 712
2019
Q2 		$4K Hold
200
– – ﹤0.01% 751
2019
Q1 		$4K Buy
+200
New +$4.16K ﹤0.01% 783
2018
Q3 		$5K Buy
+200
New +$6.64K 0.01% 743

Other funds holding ULH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Financial Gravity Asset Management's ULH Position: Q4 2019 in Review

Financial Gravity Asset Management held its Universal Logistics Holdings (ULH) position steady in Q4 2019 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Financial Gravity Asset Management first reported a position in ULH in Q3 2018 and has held it in 5 quarters since. The position peaked at $5K in Q3 2019. 79 funds tracked by Wall St. Rank hold ULH as of Q4 2019.

  • Financial Gravity Asset Management held 200 shares of Universal Logistics Holdings worth $4K as of Q4 2019.
  • Financial Gravity Asset Management left its Universal Logistics Holdings share count unchanged in Q4 2019.
  • Universal Logistics Holdings made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1299 holding.
  • Financial Gravity Asset Management first reported a position in Universal Logistics Holdings in Q3 2018 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Universal Logistics Holdings position peaked at $5K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.