SG Americas Securities’s Universal Logistics Holdings ULH Stock Holding History

SG Americas Securities’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
2025 Q2	–	Sell	-4,193	Closed	-$110K	–	3618
2025 Q1	$110K	Buy	4,193 +362	+9%	+$12.4K	﹤0.01%	2974
2024 Q4	$176K	Buy	3,831 +516	+16%	+$24K	﹤0.01%	2271
2024 Q3	$143K	Buy	+3,315	New	+$137K	﹤0.01%	2777
2024 Q1	–	Sell	-3,914	Closed	-$110K	–	3454
2023 Q4	$110K	Buy	+3,914	New	+$97.3K	﹤0.01%	2696
2018 Q1	–	Sell	-4,802	Closed	-$114K	–	3556
2017 Q4	$114K	Buy	+4,802	New	+$107K	﹤0.01%	2794
2017 Q2	–	Sell	-9,309	Closed	-$134K	–	3531
2017 Q1	$134K	Buy	+9,309	New	+$131K	﹤0.01%	2755

Other funds holding ULH

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

SG Americas Securities's ULH Position: Q2 2025 in Review

SG Americas Securities sold out of Universal Logistics Holdings (ULH) in Q2 2025, closing a stake of 4,193 shares — an estimated $110K sold.

SG Americas Securities first reported a position in ULH in Q1 2017 and held it in 6 quarters. The position peaked at $176K in Q4 2024. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2025.

SG Americas Securities reported no remaining Universal Logistics Holdings position as of Q2 2025 after selling out during the quarter.
SG Americas Securities sold 4,193 Universal Logistics Holdings shares in Q2 2025, an estimated $110K.
SG Americas Securities first reported a position in Universal Logistics Holdings in Q1 2017 and held it in 6 quarters.
SG Americas Securities's Universal Logistics Holdings position peaked at $176K in Q4 2024.
73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2025.

Based on SG Americas Securities's 13F filing for Q2 2025, filed 8 Aug 2025.