Plante Moran Financial Advisors’s Universal Logistics Holdings ULH Stock Holding History

Plante Moran Financial Advisors’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
2017 Q2	–	Sell	-52,565	Closed	-$754K	–	904
2017 Q1	$754K	Hold	52,565	–	–	0.46%	48
2016 Q4	$859K	Hold	52,565	–	–	0.54%	37
2016 Q3	$705K	Hold	52,565	–	–	0.48%	43
2016 Q2	$678K	Hold	52,565	–	–	0.49%	39
2016 Q1	$866K	Hold	52,565	–	–	0.67%	33
2015 Q4	$738K	Hold	52,565	–	–	0.55%	39
2015 Q3	$818K	Hold	52,565	–	–	0.64%	36
2015 Q2	$1.15M	Hold	52,565	–	–	0.83%	25
2015 Q1	$1.32M	Buy	52,565 +28,525	+119%	+$718K	0.92%	21
2014 Q4	$685K	Hold	24,040	–	–	0.5%	42
2014 Q3	$583K	Sell	24,040 -7,500	-24%	-$184K	0.51%	43
2014 Q2	$800K	Hold	31,540	–	–	0.72%	31
2014 Q1	$912K	Buy	+31,540	New	+$903K	0.99%	25

Other funds holding ULH

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors

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

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

LSV Asset Management

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

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return