Marshall Wace
ULH icon

Marshall Wace’s Universal Logistics Holdings ULH Stock Holding History

Marshall Wace’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
2019
Q4 		– Sell
-117,077
Closed -$2.73M – 2071
2019
Q3 		$2.73M Buy
117,077
+25,828
+28% +$558K 0.02% 676
2019
Q2 		$2.05M Buy
91,249
+67,391
+282% +$1.44M 0.02% 762
2019
Q1 		$470K Buy
23,858
+3,567
+18% +$74.1K ﹤0.01% 1157
2018
Q4 		$367K Buy
+20,291
New +$531K ﹤0.01% 1191

Other funds holding ULH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marshall Wace's ULH Position: Q4 2019 in Review

Marshall Wace sold out of Universal Logistics Holdings (ULH) in Q4 2019, closing a stake of 117,077 shares — an estimated $2.73M sold.

Marshall Wace first reported a position in ULH in Q4 2018 and held it in 4 quarters. The position peaked at $2.73M in Q3 2019. 79 funds tracked by Wall St. Rank hold ULH as of Q4 2019.

  • Marshall Wace reported no remaining Universal Logistics Holdings position as of Q4 2019 after selling out during the quarter.
  • Marshall Wace sold 117,077 Universal Logistics Holdings shares in Q4 2019, an estimated $2.73M.
  • Marshall Wace first reported a position in Universal Logistics Holdings in Q4 2018 and held it in 4 quarters.
  • Marshall Wace's Universal Logistics Holdings position peaked at $2.73M in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2019.

Based on Marshall Wace's 13F filing for Q4 2019, filed 14 Feb 2020.