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Joel Greenblatt’s Universal Logistics Holdings ULH Stock Holding History

Joel Greenblatt’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
2013
Q4 		– Sell
-10,619
Closed -$283K – 1031
2013
Q3 		$283K Buy
10,619
+78
+0.7% +$2.05K 0.01% 799
2013
Q2 		$254K Buy
+10,541
New +$256K 0.01% 799

Other funds holding ULH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCAM
F&C Asset Management Edinburgh, Scotland, United Kingdom $7.92B AUM 24.35% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Greenblatt's ULH Position: Q4 2013 in Review

Joel Greenblatt sold out of Universal Logistics Holdings (ULH) in Q4 2013, closing a stake of 10,619 shares — an estimated $283K sold.

Joel Greenblatt first reported a position in ULH in Q2 2013 and held it in 2 quarters. The position peaked at $283K in Q3 2013. 60 funds tracked by Wall St. Rank hold ULH as of Q4 2013.

  • Joel Greenblatt reported no remaining Universal Logistics Holdings position as of Q4 2013 after selling out during the quarter.
  • Joel Greenblatt sold 10,619 Universal Logistics Holdings shares in Q4 2013, an estimated $283K.
  • Joel Greenblatt first reported a position in Universal Logistics Holdings in Q2 2013 and held it in 2 quarters.
  • Joel Greenblatt's Universal Logistics Holdings position peaked at $283K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2013.

Based on Gotham Asset Management's 13F filing for Q4 2013, filed 14 Feb 2014.