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Secor Capital Advisors’s Universal Logistics Holdings ULH Stock Holding History

Secor Capital 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
2014
Q4 		– Sell
-8,387
Closed -$203K – 476
2014
Q3 		$203K Sell
8,387
-5,034
-38% -$124K 0.12% 275
2014
Q2 		$340K Buy
+13,421
New +$339K 0.18% 188

Other funds holding ULH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
NCM
Newland Capital Management New York $110M AUM 14.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Secor Capital Advisors's ULH Position: Q4 2014 in Review

Secor Capital Advisors sold out of Universal Logistics Holdings (ULH) in Q4 2014, closing a stake of 8,387 shares — an estimated $203K sold.

Secor Capital Advisors first reported a position in ULH in Q2 2014 and held it in 2 quarters. The position peaked at $340K in Q2 2014. 63 funds tracked by Wall St. Rank hold ULH as of Q4 2014.

  • Secor Capital Advisors reported no remaining Universal Logistics Holdings position as of Q4 2014 after selling out during the quarter.
  • Secor Capital Advisors sold 8,387 Universal Logistics Holdings shares in Q4 2014, an estimated $203K.
  • Secor Capital Advisors first reported a position in Universal Logistics Holdings in Q2 2014 and held it in 2 quarters.
  • Secor Capital Advisors's Universal Logistics Holdings position peaked at $340K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2014.

Based on Secor Capital Advisors's 13F filing for Q4 2014, filed 30 Jan 2015.