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James Investment Research’s Universal Logistics Holdings ULH Stock Holding History

James Investment Research’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
2018
Q4 		– Sell
-58,620
Closed -$2.16M – 889
2018
Q3 		$2.16M Buy
+58,620
New +$1.95M 0.09% 295

Other funds holding ULH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

James Investment Research's ULH Position: Q4 2018 in Review

James Investment Research sold out of Universal Logistics Holdings (ULH) in Q4 2018, closing a stake of 58,620 shares — an estimated $2.16M sold.

James Investment Research first reported a position in ULH in Q3 2018 and held it in 1 quarter. The position peaked at $2.16M in Q3 2018. 87 funds tracked by Wall St. Rank hold ULH as of Q4 2018.

  • James Investment Research reported no remaining Universal Logistics Holdings position as of Q4 2018 after selling out during the quarter.
  • James Investment Research sold 58,620 Universal Logistics Holdings shares in Q4 2018, an estimated $2.16M.
  • James Investment Research first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 1 quarter.
  • James Investment Research's Universal Logistics Holdings position peaked at $2.16M in Q3 2018.
  • 87 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2018.

Based on James Investment Research's 13F filing for Q4 2018, filed 22 Jan 2019.