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Lindbrook Capital’s Universal Logistics Holdings ULH Stock Holding History

Lindbrook Capital’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
2023
Q2 		– Sell
-51
Closed -$1.49K – 2854
2023
Q1 		$1.49K Buy
+51
New +$1.66K ﹤0.01% 2354

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lindbrook Capital's ULH Position: Q2 2023 in Review

Lindbrook Capital sold out of Universal Logistics Holdings (ULH) in Q2 2023, closing a stake of 51 shares — an estimated $1.49K sold.

Lindbrook Capital first reported a position in ULH in Q1 2023 and held it in 1 quarter. The position peaked at $1.49K in Q1 2023. 88 funds tracked by Wall St. Rank hold ULH as of Q2 2023.

  • Lindbrook Capital reported no remaining Universal Logistics Holdings position as of Q2 2023 after selling out during the quarter.
  • Lindbrook Capital sold 51 Universal Logistics Holdings shares in Q2 2023, an estimated $1.49K.
  • Lindbrook Capital first reported a position in Universal Logistics Holdings in Q1 2023 and held it in 1 quarter.
  • Lindbrook Capital's Universal Logistics Holdings position peaked at $1.49K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.