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New York Life Investment Management’s Universal Logistics Holdings ULH Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-11,938
Closed -$335K – 1527
2023
Q4 		$335K Sell
11,938
-277
-2% -$6.89K ﹤0.01% 1151
2023
Q3 		$308K Sell
12,215
-1,940
-14% -$55.5K ﹤0.01% 1132
2023
Q2 		$408K Sell
14,155
-2,603
-16% -$72.1K ﹤0.01% 966
2023
Q1 		$488K Buy
+16,758
New +$544K 0.01% 742

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 $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

New York Life Investment Management's ULH Position: Q1 2024 in Review

New York Life Investment Management sold out of Universal Logistics Holdings (ULH) in Q1 2024, closing a stake of 11,938 shares — an estimated $335K sold.

New York Life Investment Management first reported a position in ULH in Q1 2023 and held it in 4 quarters. The position peaked at $488K in Q1 2023. 77 funds tracked by Wall St. Rank hold ULH as of Q1 2024.

  • New York Life Investment Management reported no remaining Universal Logistics Holdings position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 11,938 Universal Logistics Holdings shares in Q1 2024, an estimated $335K.
  • New York Life Investment Management first reported a position in Universal Logistics Holdings in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's Universal Logistics Holdings position peaked at $488K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.