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Ritholtz Wealth Management’s Universal Logistics Holdings ULH Stock Holding History

Ritholtz Wealth 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
2023
Q2 		– Sell
-8,281
Closed -$241K – 708
2023
Q1 		$241K Sell
8,281
-2,478
-23% -$80.4K 0.01% 570
2022
Q4 		$360K Buy
10,759
+971
+10% +$34K 0.02% 426
2022
Q3 		$310K Buy
9,788
+2,449
+33% +$80.9K 0.02% 528
2022
Q2 		$200K Buy
+7,339
New +$175K 0.01% 503

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 $5.72T AUM 30.48% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's ULH Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of Universal Logistics Holdings (ULH) in Q2 2023, closing a stake of 8,281 shares — an estimated $241K sold.

Ritholtz Wealth Management first reported a position in ULH in Q2 2022 and held it in 4 quarters. The position peaked at $360K in Q4 2022. 88 funds tracked by Wall St. Rank hold ULH as of Q2 2023.

  • Ritholtz Wealth Management reported no remaining Universal Logistics Holdings position as of Q2 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 8,281 Universal Logistics Holdings shares in Q2 2023, an estimated $241K.
  • Ritholtz Wealth Management first reported a position in Universal Logistics Holdings in Q2 2022 and held it in 4 quarters.
  • Ritholtz Wealth Management's Universal Logistics Holdings position peaked at $360K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.