Lazard Asset Management’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $520K | Buy |
20,569
+1,361
| +7% | +$34.4K | ﹤0.01% | 1485 |
|
2025
Q1 | $503K | Buy |
19,208
+7,527
| +64% | +$197K | ﹤0.01% | 1410 |
|
2024
Q4 | $535K | Sell |
11,681
-4,097
| -26% | -$188K | ﹤0.01% | 1347 |
|
2024
Q3 | $679K | Sell |
15,778
-270
| -2% | -$11.6K | ﹤0.01% | 1260 |
|
2024
Q2 | $650K | Buy |
+16,048
| New | +$650K | ﹤0.01% | 1106 |
|
2024
Q1 | – | Sell |
-6,835
| Closed | -$191K | – | 2392 |
|
2023
Q4 | $191K | Hold |
6,835
| – | – | ﹤0.01% | 1400 |
|
2023
Q3 | $172K | Buy |
6,835
+3,696
| +118% | +$93K | ﹤0.01% | 1440 |
|
2023
Q2 | $90K | Buy |
3,139
+523
| +20% | +$15K | ﹤0.01% | 1620 |
|
2023
Q1 | $76K | Hold |
2,616
| – | – | ﹤0.01% | 1637 |
|
2022
Q4 | $87K | Buy |
2,616
+93
| +4% | +$3.09K | ﹤0.01% | 1584 |
|
2022
Q3 | $80K | Buy |
2,523
+213
| +9% | +$6.75K | ﹤0.01% | 1578 |
|
2022
Q2 | $63K | Buy |
+2,310
| New | +$63K | ﹤0.01% | 1709 |
|
2021
Q4 | – | Sell |
-2,948
| Closed | -$59K | – | 2474 |
|
2021
Q3 | $59K | Buy |
2,948
+1,016
| +53% | +$20.3K | ﹤0.01% | 1607 |
|
2021
Q2 | $45K | Hold |
1,932
| – | – | ﹤0.01% | 1638 |
|
2021
Q1 | $50K | Buy |
1,932
+926
| +92% | +$24K | ﹤0.01% | 1438 |
|
2020
Q4 | $20K | Buy |
+1,006
| New | +$20K | ﹤0.01% | 1726 |
|
2019
Q4 | – | Sell |
-1,016
| Closed | -$23K | – | 1672 |
|
2019
Q3 | $23K | Buy |
+1,016
| New | +$23K | ﹤0.01% | 1056 |
|
2019
Q1 | – | Sell |
-27,139
| Closed | -$490K | – | 1204 |
|
2018
Q4 | $490K | Buy |
27,139
+8,784
| +48% | +$159K | ﹤0.01% | 799 |
|
2018
Q3 | $675K | Buy |
+18,355
| New | +$675K | ﹤0.01% | 794 |
|