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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
2020
Q1 		– Sell
-200
Closed -$4K – 1362
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Financial Gravity Asset Management's ULH Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Universal Logistics Holdings (ULH) in Q1 2020, closing a stake of 200 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in ULH in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 72 funds tracked by Wall St. Rank hold ULH as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining Universal Logistics Holdings position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 200 Universal Logistics Holdings shares in Q1 2020, an estimated $4K.
  • Financial Gravity Asset Management first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's Universal Logistics Holdings position peaked at $5K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.