HIIFS
ULH icon

Harel Insurance Investments & Financial Services’s Universal Logistics Holdings ULH Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q2 		– Sell
-177
Closed -$5K – 503
2025
Q1 		$5K Sell
177
-37
-17% -$1.26K ﹤0.01% 462
2024
Q4 		$10K Sell
214
-50
-19% -$2.33K ﹤0.01% 429
2024
Q3 		$11K Sell
264
-17
-6% -$703 ﹤0.01% 448
2024
Q2 		$11K Buy
281
+10
+4% +$407 ﹤0.01% 477
2024
Q1 		$10K Sell
271
-112
-29% -$3.61K ﹤0.01% 489
2023
Q4 		$11K Sell
383
-393
-51% -$9.77K ﹤0.01% 537
2023
Q3 		$20K Sell
776
-17
-2% -$486 ﹤0.01% 549
2023
Q2 		$23K Sell
793
-29
-4% -$803 ﹤0.01% 563
2023
Q1 		$24K Buy
822
+143
+21% +$4.64K ﹤0.01% 577
2022
Q4 		$23K Buy
+679
New +$23.8K ﹤0.01% 561
2021
Q4 		– Sell
-1,178
Closed -$24K – 821
2021
Q3 		$24K Buy
1,178
+43
+4% +$930 ﹤0.01% 609
2021
Q2 		$26K Buy
+1,135
New +$28.3K ﹤0.01% 727

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ULH Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of Universal Logistics Holdings (ULH) in Q2 2025, closing a stake of 177 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in ULH in Q2 2021 and held it in 12 quarters. The position peaked at $26K in Q2 2021. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Universal Logistics Holdings position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 177 Universal Logistics Holdings shares in Q2 2025, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in Universal Logistics Holdings in Q2 2021 and held it in 12 quarters.
  • Harel Insurance Investments & Financial Services's Universal Logistics Holdings position peaked at $26K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.