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

Wedge 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
-11,161
Closed -$294K – 506
2021
Q1 		$294K Sell
11,161
-9,135
-45% -$219K ﹤0.01% 446
2020
Q4 		$418K Hold
20,296
– – ﹤0.01% 422
2020
Q3 		$423K Hold
20,296
– – 0.01% 397
2020
Q2 		$353K Sell
20,296
-16,313
-45% -$232K ﹤0.01% 397
2020
Q1 		$480K Sell
36,609
-2,076
-5% -$34.2K 0.01% 348
2019
Q4 		$733K Sell
38,685
-8,647
-18% -$180K 0.01% 362
2019
Q3 		$1.1M Hold
47,332
– – 0.01% 319
2019
Q2 		$1.06M Sell
47,332
-10,386
-18% -$222K 0.01% 339
2019
Q1 		$1.14M Buy
57,718
+10,156
+21% +$211K 0.01% 349
2018
Q4 		$860K Buy
47,562
+14,228
+43% +$373K 0.01% 352
2018
Q3 		$1.23M Buy
33,334
+16,134
+94% +$536K 0.01% 336
2018
Q2 		$452K Hold
17,200
– – ﹤0.01% 472
2018
Q1 		$364K Sell
17,200
-700
-4% -$16K ﹤0.01% 495
2017
Q4 		$425K Hold
17,900
– – ﹤0.01% 470
2017
Q3 		$366K Hold
17,900
– – ﹤0.01% 488
2017
Q2 		$269K Hold
17,900
– – ﹤0.01% 522
2017
Q1 		$257K Hold
17,900
– – ﹤0.01% 523
2016
Q4 		$293K Hold
17,900
– – ﹤0.01% 512
2016
Q3 		$240K Hold
17,900
– – ﹤0.01% 547
2016
Q2 		$231K Hold
17,900
– – ﹤0.01% 540
2016
Q1 		$295K Sell
17,900
-2,400
-12% -$35.4K ﹤0.01% 517
2015
Q4 		$285K Buy
+20,300
New +$312K ﹤0.01% 539
2013
Q3 		– Sell
-19,086
Closed -$460K – 515
2013
Q2 		$460K Buy
+19,086
New +$463K 0.01% 384

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

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

Wedge Capital Management sold out of Universal Logistics Holdings (ULH) in Q2 2021, closing a stake of 11,161 shares — an estimated $294K sold.

Wedge Capital Management first reported a position in ULH in Q2 2013 and held it in 23 quarters. The position peaked at $1.23M in Q3 2018. 78 funds tracked by Wall St. Rank hold ULH as of Q2 2021.

  • Wedge Capital Management reported no remaining Universal Logistics Holdings position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 11,161 Universal Logistics Holdings shares in Q2 2021, an estimated $294K.
  • Wedge Capital Management first reported a position in Universal Logistics Holdings in Q2 2013 and held it in 23 quarters.
  • Wedge Capital Management's Universal Logistics Holdings position peaked at $1.23M in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.