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Summit Global Investments’s Universal Logistics Holdings ULH Stock Holding History

Summit Global Investments’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
2022
Q1 		– Sell
-10,300
Closed -$194K – 562
2021
Q4 		$194K Buy
+10,300
New +$204K 0.01% 508

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Summit Global Investments's ULH Position: Q1 2022 in Review

Summit Global Investments sold out of Universal Logistics Holdings (ULH) in Q1 2022, closing a stake of 10,300 shares — an estimated $194K sold.

Summit Global Investments first reported a position in ULH in Q4 2021 and held it in 1 quarter. The position peaked at $194K in Q4 2021. 61 funds tracked by Wall St. Rank hold ULH as of Q1 2022.

  • Summit Global Investments reported no remaining Universal Logistics Holdings position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 10,300 Universal Logistics Holdings shares in Q1 2022, an estimated $194K.
  • Summit Global Investments first reported a position in Universal Logistics Holdings in Q4 2021 and held it in 1 quarter.
  • Summit Global Investments's Universal Logistics Holdings position peaked at $194K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.