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Wealthcare Capital Management’s Universal Logistics Holdings ULH Stock Holding History

Wealthcare Capital Management’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
-93
Closed -$2K – 632
2021
Q1 		$2K Buy
+93
New +$2.23K ﹤0.01% 610

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RA
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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

Wealthcare Capital Management's ULH Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Universal Logistics Holdings (ULH) in Q2 2021, closing a stake of 93 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in ULH in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 78 funds tracked by Wall St. Rank hold ULH as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Universal Logistics Holdings position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 93 Universal Logistics Holdings shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Universal Logistics Holdings in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Universal Logistics Holdings position peaked at $2K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.