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Jefferies Group’s Universal Logistics Holdings ULH Stock Holding History

Jefferies Group’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
2019
Q3 		– Sell
-9,768
Closed -$219K – 3076
2019
Q2 		$219K Buy
+9,768
New +$209K ﹤0.01% 2087
2015
Q3 		– Sell
-353
Closed -$8K – 3046
2015
Q2 		$8K Buy
+353
New +$7.55K ﹤0.01% 2883

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's ULH Position: Q3 2019 in Review

Jefferies Group sold out of Universal Logistics Holdings (ULH) in Q3 2019, closing a stake of 9,768 shares — an estimated $219K sold.

Jefferies Group first reported a position in ULH in Q2 2015 and held it in 2 quarters. The position peaked at $219K in Q2 2019. 83 funds tracked by Wall St. Rank hold ULH as of Q3 2019.

  • Jefferies Group reported no remaining Universal Logistics Holdings position as of Q3 2019 after selling out during the quarter.
  • Jefferies Group sold 9,768 Universal Logistics Holdings shares in Q3 2019, an estimated $219K.
  • Jefferies Group first reported a position in Universal Logistics Holdings in Q2 2015 and held it in 2 quarters.
  • Jefferies Group's Universal Logistics Holdings position peaked at $219K in Q2 2019.
  • 83 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.