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Sowell Financial Services’s Universal Logistics Holdings ULH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-900
Closed -$23K – 2589
2021
Q1 		$23K Sell
900
-500
-36% -$12K ﹤0.01% 2011
2020
Q4 		$29K Sell
1,400
-900
-39% -$19.6K ﹤0.01% 1596
2020
Q3 		$48K Buy
2,300
+1,000
+77% +$19.5K ﹤0.01% 1227
2020
Q2 		$23K Buy
+1,300
New +$18.5K ﹤0.01% 1420

Other funds holding ULH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sowell Financial Services's ULH Position: Q2 2021 in Review

Sowell Financial Services sold out of Universal Logistics Holdings (ULH) in Q2 2021, closing a stake of 900 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in ULH in Q2 2020 and held it in 4 quarters. The position peaked at $48K in Q3 2020. 78 funds tracked by Wall St. Rank hold ULH as of Q2 2021.

  • Sowell Financial Services reported no remaining Universal Logistics Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 900 Universal Logistics Holdings shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in Universal Logistics Holdings in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Universal Logistics Holdings position peaked at $48K in Q3 2020.
  • 78 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.