Los Angeles Capital Management’s Universal Logistics Holdings ULH Stock Holding History

Los Angeles Capital 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
2023 Q1	–	Sell	-17,060	Closed	-$570K	–	1304
2022 Q4	$570K	Hold	17,060	–	–	﹤0.01%	858
2022 Q3	$541K	Hold	17,060	–	–	﹤0.01%	897
2022 Q2	$466K	Sell	17,060 -1,600	-9%	-$38.1K	﹤0.01%	992
2022 Q1	$376K	Hold	18,660	–	–	﹤0.01%	1150
2021 Q4	$352K	Buy	18,660 +3,910	+27%	+$77.4K	﹤0.01%	1179
2021 Q3	$296K	Buy	14,750 +270	+2%	+$5.84K	﹤0.01%	1314
2021 Q2	$337K	Buy	14,480 +30	+0.2%	+$748	﹤0.01%	1348
2021 Q1	$380K	Sell	14,450 -21,220	-59%	-$509K	﹤0.01%	1342
2020 Q4	$734K	Sell	35,670 -670	-2%	-$14.6K	﹤0.01%	1059
2020 Q3	$758K	Buy	36,340 +490	+1%	+$9.56K	﹤0.01%	929
2020 Q2	$623K	Buy	35,850 +20,602	+135%	+$293K	﹤0.01%	1028
2020 Q1	$200K	Buy	+15,248	New	+$251K	﹤0.01%	1178

Other funds holding ULH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management's ULH Position: Q1 2023 in Review

Los Angeles Capital Management sold out of Universal Logistics Holdings (ULH) in Q1 2023, closing a stake of 17,060 shares — an estimated $570K sold.

Los Angeles Capital Management first reported a position in ULH in Q1 2020 and held it in 12 quarters. The position peaked at $758K in Q3 2020. 97 funds tracked by Wall St. Rank hold ULH as of Q1 2023.

Los Angeles Capital Management reported no remaining Universal Logistics Holdings position as of Q1 2023 after selling out during the quarter.
Los Angeles Capital Management sold 17,060 Universal Logistics Holdings shares in Q1 2023, an estimated $570K.
Los Angeles Capital Management first reported a position in Universal Logistics Holdings in Q1 2020 and held it in 12 quarters.
Los Angeles Capital Management's Universal Logistics Holdings position peaked at $758K in Q3 2020.
97 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2023.

Based on Los Angeles Capital Management's 13F filing for Q1 2023, filed 4 May 2023.