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Toth Financial Advisory’s Universal Logistics Holdings ULH Stock Holding History

Toth Financial Advisory’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
-6,600
Closed -$174K – 745
2021
Q1 		$174K Buy
6,600
+2,000
+43% +$48K 0.03% 203
2020
Q4 		$95K Buy
4,600
+1,850
+67% +$40.2K 0.02% 222
2020
Q3 		$57K Buy
+2,750
New +$53.6K 0.01% 236

Other funds holding ULH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Toth Financial Advisory's ULH Position: Q2 2021 in Review

Toth Financial Advisory sold out of Universal Logistics Holdings (ULH) in Q2 2021, closing a stake of 6,600 shares — an estimated $174K sold.

Toth Financial Advisory first reported a position in ULH in Q3 2020 and held it in 3 quarters. The position peaked at $174K in Q1 2021. 78 funds tracked by Wall St. Rank hold ULH as of Q2 2021.

  • Toth Financial Advisory reported no remaining Universal Logistics Holdings position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 6,600 Universal Logistics Holdings shares in Q2 2021, an estimated $174K.
  • Toth Financial Advisory first reported a position in Universal Logistics Holdings in Q3 2020 and held it in 3 quarters.
  • Toth Financial Advisory's Universal Logistics Holdings position peaked at $174K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.