Lazard Asset Management
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Lazard Asset Management’s Universal Logistics Holdings ULH Stock Holding History

Lazard Asset Management’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
2025
Q4 		– Sell
-20,337
Closed -$477K – 2046
2025
Q3 		$477K Sell
20,337
-232
-1% -$5.85K ﹤0.01% 1364
2025
Q2 		$520K Buy
20,569
+1,361
+7% +$33.7K ﹤0.01% 1485
2025
Q1 		$503K Buy
19,208
+7,527
+64% +$257K ﹤0.01% 1410
2024
Q4 		$535K Sell
11,681
-4,097
-26% -$191K ﹤0.01% 1347
2024
Q3 		$679K Sell
15,778
-270
-2% -$11.2K ﹤0.01% 1260
2024
Q2 		$650K Buy
+16,048
New +$653K ﹤0.01% 1106
2024
Q1 		– Sell
-6,835
Closed -$191K – 2388
2023
Q4 		$191K Hold
6,835
– – ﹤0.01% 1400
2023
Q3 		$172K Buy
6,835
+3,696
+118% +$106K ﹤0.01% 1440
2023
Q2 		$90K Buy
3,139
+523
+20% +$14.5K ﹤0.01% 1620
2023
Q1 		$76K Hold
2,616
– – ﹤0.01% 1637
2022
Q4 		$87K Buy
2,616
+93
+4% +$3.26K ﹤0.01% 1584
2022
Q3 		$80K Buy
2,523
+213
+9% +$7.03K ﹤0.01% 1578
2022
Q2 		$63K Buy
+2,310
New +$55K ﹤0.01% 1709
2021
Q4 		– Sell
-2,948
Closed -$59K – 2471
2021
Q3 		$59K Buy
2,948
+1,016
+53% +$22K ﹤0.01% 1607
2021
Q2 		$45K Hold
1,932
– – ﹤0.01% 1638
2021
Q1 		$50K Buy
1,932
+926
+92% +$22.2K ﹤0.01% 1438
2020
Q4 		$20K Buy
+1,006
New +$21.9K ﹤0.01% 1726
2019
Q4 		– Sell
-1,016
Closed -$23K – 1672
2019
Q3 		$23K Buy
+1,016
New +$22K ﹤0.01% 1056
2019
Q1 		– Sell
-27,139
Closed -$490K – 1203
2018
Q4 		$490K Buy
27,139
+8,784
+48% +$230K ﹤0.01% 799
2018
Q3 		$675K Buy
+18,355
New +$610K ﹤0.01% 794

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Lazard Asset Management's ULH Position: Q4 2025 in Review

Lazard Asset Management sold out of Universal Logistics Holdings (ULH) in Q4 2025, closing a stake of 20,337 shares — an estimated $477K sold.

Lazard Asset Management first reported a position in ULH in Q3 2018 and held it in 20 quarters. The position peaked at $679K in Q3 2024. 69 funds tracked by Wall St. Rank hold ULH as of Q4 2025.

  • Lazard Asset Management reported no remaining Universal Logistics Holdings position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 20,337 Universal Logistics Holdings shares in Q4 2025, an estimated $477K.
  • Lazard Asset Management first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 20 quarters.
  • Lazard Asset Management's Universal Logistics Holdings position peaked at $679K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.