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Seizert Capital Partners’s Universal Logistics Holdings ULH Stock Holding History

Seizert Capital Partners’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
2024
Q2 		– Sell
-12,214
Closed -$450K – 187
2024
Q1 		$450K Hold
12,214
– – 0.02% 133
2023
Q4 		$342K Buy
12,214
+30
+0.2% +$746 0.02% 142
2023
Q3 		$307K Buy
12,184
+2,157
+22% +$61.7K 0.02% 152
2023
Q2 		$289K Sell
10,027
-693
-6% -$19.2K 0.02% 157
2023
Q1 		$312K Sell
10,720
-2,523
-19% -$81.9K 0.02% 160
2022
Q4 		$443K Buy
+13,243
New +$464K 0.02% 164
2019
Q3 		– Sell
-9,839
Closed -$221K – 220
2019
Q2 		$221K Sell
9,839
-801
-8% -$17.1K 0.01% 201
2019
Q1 		$209K Sell
10,640
-6,463
-38% -$134K 0.01% 216
2018
Q4 		$309K Buy
17,103
+6,074
+55% +$159K 0.01% 182
2018
Q3 		$406K Hold
11,029
– – 0.02% 172
2018
Q2 		$233K Hold
11,029
– – 0.01% 209
2018
Q1 		$233K Buy
+11,029
New +$252K 0.01% 209

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seizert Capital Partners's ULH Position: Q2 2024 in Review

Seizert Capital Partners sold out of Universal Logistics Holdings (ULH) in Q2 2024, closing a stake of 12,214 shares — an estimated $450K sold.

Seizert Capital Partners first reported a position in ULH in Q1 2018 and held it in 12 quarters. The position peaked at $450K in Q1 2024. 90 funds tracked by Wall St. Rank hold ULH as of Q2 2024.

  • Seizert Capital Partners reported no remaining Universal Logistics Holdings position as of Q2 2024 after selling out during the quarter.
  • Seizert Capital Partners sold 12,214 Universal Logistics Holdings shares in Q2 2024, an estimated $450K.
  • Seizert Capital Partners first reported a position in Universal Logistics Holdings in Q1 2018 and held it in 12 quarters.
  • Seizert Capital Partners's Universal Logistics Holdings position peaked at $450K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2024.

Based on Seizert Capital Partners's 13F filing for Q2 2024, filed 7 Aug 2024.