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Uniplan Investment Counsel’s Universal Logistics Holdings ULH Stock Holding History

Uniplan Investment Counsel’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
2023
Q4 		– Sell
-70,120
Closed -$1.73M – 136
2023
Q3 		$1.73M Buy
70,120
+2,939
+4% +$84.1K 0.13% 109
2023
Q2 		$1.94M Sell
67,181
-246
-0.4% -$6.81K 0.14% 106
2023
Q1 		$1.97M Buy
67,427
+38,310
+132% +$1.24M 0.14% 103
2022
Q4 		$973K Buy
+29,117
New +$1.02M 0.07% 118

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Uniplan Investment Counsel's ULH Position: Q4 2023 in Review

Uniplan Investment Counsel sold out of Universal Logistics Holdings (ULH) in Q4 2023, closing a stake of 70,120 shares — an estimated $1.73M sold.

Uniplan Investment Counsel first reported a position in ULH in Q4 2022 and held it in 4 quarters. The position peaked at $1.97M in Q1 2023. 79 funds tracked by Wall St. Rank hold ULH as of Q4 2023.

  • Uniplan Investment Counsel reported no remaining Universal Logistics Holdings position as of Q4 2023 after selling out during the quarter.
  • Uniplan Investment Counsel sold 70,120 Universal Logistics Holdings shares in Q4 2023, an estimated $1.73M.
  • Uniplan Investment Counsel first reported a position in Universal Logistics Holdings in Q4 2022 and held it in 4 quarters.
  • Uniplan Investment Counsel's Universal Logistics Holdings position peaked at $1.97M in Q1 2023.
  • 79 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2023.

Based on Uniplan Investment Counsel's 13F filing for Q4 2023, filed 14 Feb 2024.