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IndexIQ Advisors’s Universal Logistics Holdings ULH Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-16,051
Closed -$303K – 1517
2021
Q4 		$303K Sell
16,051
-1,038
-6% -$20.5K 0.01% 944
2021
Q3 		$343K Buy
17,089
+1,712
+11% +$37K 0.01% 932
2021
Q2 		$358K Sell
15,377
-30
-0.2% -$748 0.01% 886
2021
Q1 		$405K Buy
+15,407
New +$370K 0.01% 587
2020
Q1 		– Sell
-41,216
Closed -$781K – 1134
2019
Q4 		$781K Sell
41,216
-13,082
-24% -$273K 0.03% 363
2019
Q3 		$1.26M Sell
54,298
-10,172
-16% -$220K 0.05% 248
2019
Q2 		$1.45M Buy
64,470
+29,107
+82% +$622K 0.04% 239
2019
Q1 		$696K Buy
+35,363
New +$735K 0.02% 461

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

IndexIQ Advisors's ULH Position: Q1 2022 in Review

IndexIQ Advisors sold out of Universal Logistics Holdings (ULH) in Q1 2022, closing a stake of 16,051 shares — an estimated $303K sold.

IndexIQ Advisors first reported a position in ULH in Q1 2019 and held it in 8 quarters. The position peaked at $1.45M in Q2 2019. 61 funds tracked by Wall St. Rank hold ULH as of Q1 2022.

  • IndexIQ Advisors reported no remaining Universal Logistics Holdings position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 16,051 Universal Logistics Holdings shares in Q1 2022, an estimated $303K.
  • IndexIQ Advisors first reported a position in Universal Logistics Holdings in Q1 2019 and held it in 8 quarters.
  • IndexIQ Advisors's Universal Logistics Holdings position peaked at $1.45M in Q2 2019.
  • 61 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.