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PCJ Investment Counsel’s Universal Logistics Holdings ULH Stock Holding History

PCJ Investment Counsel’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
2021
Q4 		– Sell
-30,308
Closed -$609K – 87
2021
Q3 		$609K Sell
30,308
-10,610
-26% -$229K 0.22% 69
2021
Q2 		$953K Sell
40,918
-5,376
-12% -$134K 0.36% 60
2021
Q1 		$1.22M Sell
46,294
-2,206
-5% -$52.9K 0.48% 46
2020
Q4 		$999K Hold
48,500
– – 0.47% 49
2020
Q3 		$1.01M Buy
+48,500
New +$946K 0.46% 62

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

PCJ Investment Counsel's ULH Position: Q4 2021 in Review

PCJ Investment Counsel sold out of Universal Logistics Holdings (ULH) in Q4 2021, closing a stake of 30,308 shares — an estimated $609K sold.

PCJ Investment Counsel first reported a position in ULH in Q3 2020 and held it in 5 quarters. The position peaked at $1.22M in Q1 2021. 63 funds tracked by Wall St. Rank hold ULH as of Q4 2021.

  • PCJ Investment Counsel reported no remaining Universal Logistics Holdings position as of Q4 2021 after selling out during the quarter.
  • PCJ Investment Counsel sold 30,308 Universal Logistics Holdings shares in Q4 2021, an estimated $609K.
  • PCJ Investment Counsel first reported a position in Universal Logistics Holdings in Q3 2020 and held it in 5 quarters.
  • PCJ Investment Counsel's Universal Logistics Holdings position peaked at $1.22M in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2021.

Based on PCJ Investment Counsel's 13F filing for Q4 2021, filed 10 Feb 2022.