Macquarie Group’s Universal Logistics Holdings ULH Stock Holding History

Macquarie Group’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 Q2	–	Sell	-75	Closed	-$1.97K	–	1773
2025 Q1	$1.97K	Buy	+75	New	+$2.56K	﹤0.01%	1704
2024 Q4	–	Sell	-61	Closed	-$2.63K	–	1727
2024 Q3	$2.63K	Buy	+61	New	+$2.52K	﹤0.01%	1644
2019 Q1	–	Sell	-1,463	Closed	-$26K	–	2040
2018 Q4	$26K	Buy	1,463 +163	+13%	+$4.27K	﹤0.01%	1737
2018 Q3	$48K	Buy	1,300 +756	+139%	+$25.1K	﹤0.01%	1736
2018 Q2	$14K	Sell	544 -13,814	-96%	-$328K	﹤0.01%	2108
2018 Q1	$304K	Buy	14,358 +4,036	+39%	+$92.2K	﹤0.01%	1564
2017 Q4	$245K	Buy	+10,322	New	+$231K	﹤0.01%	1681

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Macquarie Group's ULH Position: Q2 2025 in Review

Macquarie Group sold out of Universal Logistics Holdings (ULH) in Q2 2025, closing a stake of 75 shares — an estimated $1.97K sold.

Macquarie Group first reported a position in ULH in Q4 2017 and held it in 7 quarters. The position peaked at $304K in Q1 2018. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2025.

Macquarie Group reported no remaining Universal Logistics Holdings position as of Q2 2025 after selling out during the quarter.
Macquarie Group sold 75 Universal Logistics Holdings shares in Q2 2025, an estimated $1.97K.
Macquarie Group first reported a position in Universal Logistics Holdings in Q4 2017 and held it in 7 quarters.
Macquarie Group's Universal Logistics Holdings position peaked at $304K in Q1 2018.
73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2025.

Based on Macquarie Group's 13F filing for Q2 2025, filed 14 Aug 2025.