Verdad Advisers’s Universal Logistics Holdings ULH Stock Holding History

Verdad Advisers’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
2024 Q3	$431K	Sell	10,000 -2,500	-20%	-$103K	0.58%	70
2024 Q2	$507K	Sell	12,500 -7,658	-38%	-$312K	0.59%	74
2024 Q1	$743K	Buy	20,158 +158	+0.8%	+$5.09K	0.81%	39
2023 Q4	$560K	Sell	20,000 -5,000	-20%	-$124K	1.14%	29
2023 Q3	$630K	Sell	25,000 -7,155	-22%	-$205K	0.96%	27
2023 Q2	$926K	Hold	32,155	–	–	1.45%	30
2023 Q1	$937K	Buy	+32,155	New	+$1.04M	1.89%	32

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Verdad Advisers's ULH Position: Q3 2024 in Review

Verdad Advisers reduced its Universal Logistics Holdings (ULH) stake by 20% in Q3 2024, selling an estimated $103K and leaving 10,000 shares worth $431K. The position accounts for 0.58% of the portfolio, ranked #70.

Verdad Advisers first reported a position in ULH in Q1 2023 and has held it in 7 quarters since. The position peaked at $937K in Q1 2023. 91 funds tracked by Wall St. Rank hold ULH as of Q3 2024.

Verdad Advisers held 10,000 shares of Universal Logistics Holdings worth $431K as of Q3 2024.
Verdad Advisers sold 2,500 Universal Logistics Holdings shares in Q3 2024, an estimated $103K.
Universal Logistics Holdings made up 0.58% of Verdad Advisers's portfolio in Q3 2024, its #70 holding.
Verdad Advisers first reported a position in Universal Logistics Holdings in Q1 2023 and has held it in 7 quarters since.
Verdad Advisers's Universal Logistics Holdings position peaked at $937K in Q1 2023.
91 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.