FHA
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First Horizon Advisors’s Universal Logistics Holdings ULH Stock Holding History

First Horizon Advisors’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
2024
Q1 		– Sell
-36
Closed -$1.01K – 2400
2023
Q4 		$1.01K Hold
36
– – ﹤0.01% 2212
2023
Q3 		$906 Hold
36
– – ﹤0.01% 2229
2023
Q2 		$1.04K Hold
36
– – ﹤0.01% 2258
2023
Q1 		$1.05K Buy
+36
New +$1.17K ﹤0.01% 2255

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Horizon Advisors's ULH Position: Q1 2024 in Review

First Horizon Advisors sold out of Universal Logistics Holdings (ULH) in Q1 2024, closing a stake of 36 shares — an estimated $1.01K sold.

First Horizon Advisors first reported a position in ULH in Q1 2023 and held it in 4 quarters. The position peaked at $1.05K in Q1 2023. 77 funds tracked by Wall St. Rank hold ULH as of Q1 2024.

  • First Horizon Advisors reported no remaining Universal Logistics Holdings position as of Q1 2024 after selling out during the quarter.
  • First Horizon Advisors sold 36 Universal Logistics Holdings shares in Q1 2024, an estimated $1.01K.
  • First Horizon Advisors first reported a position in Universal Logistics Holdings in Q1 2023 and held it in 4 quarters.
  • First Horizon Advisors's Universal Logistics Holdings position peaked at $1.05K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.