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	–	–	0.45%	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	–	–	0.82%	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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BGIM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plante Moran Financial Advisors's ULH Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Universal Logistics Holdings (ULH) in Q2 2017, closing a stake of 52,565 shares — an estimated $754K sold.

Plante Moran Financial Advisors first reported a position in ULH in Q1 2014 and held it in 13 quarters. The position peaked at $1.32M in Q1 2015. 48 funds tracked by Wall St. Rank hold ULH as of Q2 2017.

Plante Moran Financial Advisors reported no remaining Universal Logistics Holdings position as of Q2 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 52,565 Universal Logistics Holdings shares in Q2 2017, an estimated $754K.
Plante Moran Financial Advisors first reported a position in Universal Logistics Holdings in Q1 2014 and held it in 13 quarters.
Plante Moran Financial Advisors's Universal Logistics Holdings position peaked at $1.32M in Q1 2015.
48 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.