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Ground Swell Capital’s Universal Logistics Holdings ULH Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-100
Closed -$3K – 2777
2014
Q2 		$3K Buy
+100
New +$2.53K 0.01% 1344

Other funds holding ULH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NCM
Newland Capital Management New York $110M AUM 14.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ground Swell Capital's ULH Position: Q3 2014 in Review

Ground Swell Capital sold out of Universal Logistics Holdings (ULH) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in ULH in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 56 funds tracked by Wall St. Rank hold ULH as of Q3 2014.

  • Ground Swell Capital reported no remaining Universal Logistics Holdings position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Universal Logistics Holdings shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Universal Logistics Holdings in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Universal Logistics Holdings position peaked at $3K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.