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WR Wealth Planners’s Universal Logistics Holdings ULH Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-1,894
Closed -$55.2K – 982
2023
Q1 		$55.2K Buy
+1,894
New +$61.5K 0.02% 309

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's ULH Position: Q2 2023 in Review

WR Wealth Planners sold out of Universal Logistics Holdings (ULH) in Q2 2023, closing a stake of 1,894 shares — an estimated $55.2K sold.

WR Wealth Planners first reported a position in ULH in Q1 2023 and held it in 1 quarter. The position peaked at $55.2K in Q1 2023. 88 funds tracked by Wall St. Rank hold ULH as of Q2 2023.

  • WR Wealth Planners reported no remaining Universal Logistics Holdings position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 1,894 Universal Logistics Holdings shares in Q2 2023, an estimated $55.2K.
  • WR Wealth Planners first reported a position in Universal Logistics Holdings in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Universal Logistics Holdings position peaked at $55.2K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.