ANCHOR CAPITAL ADVISORS LLC ULH — UNIVERSAL LOGISTICS HLDGS IN

Ownership history in ANCHOR CAPITAL ADVISORS LLC  ·  8 quarters on record

AI Ownership Summary

ANCHOR CAPITAL ADVISORS LLC reported UNIVERSAL LOGISTICS HLDGS IN (ULH) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows ULH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ULH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANCHOR CAPITAL ADVISORS LLC's position in UNIVERSAL LOGISTICS HLDGS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ULH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ULH stock page ANCHOR CAPITAL ADVISORS LLC fund profile ANCHOR CAPITAL ADVISORS LLC full holdings
How ANCHOR CAPITAL ADVISORS LLC held ULH — position size vs. price
% of Fund (quarterly)    ULH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 48,542 -964 -1.9% 0.02% $737K 2026-02-14 (Est.) $16.08
2025 Q3 ADDED — — — 49,506 +875 +1.8% 0.03% $1.2M 2025-10-30 $16.18
2025 Q2 REDUCED — — — 48,631 -615 -1.2% 0.04% $1.2M 2025-08-06 $23.36
2025 Q1 ADDED — — — 49,246 +15,141 +44.4% 0.04% $1.3M 2025-05-13 $25.28
2024 Q4 ADDED — — — 34,105 +7,570 +28.5% 0.04% $1.6M 2025-02-05 $42.54
2024 Q3 ADDED — — — 26,535 +132 +0.5% 0.03% $1.1M 2024-10-31 $40.91
2024 Q2 ADDED — — — 26,403 +459 +1.8% 0.03% $1.1M 2024-08-06 $38.02
2024 Q1 INITIATED — — — 25,944 — — 0.03% $957K 2024-05-07 $44.59

🏢 Other funds also holding ULH

As of 2026 Q1 — sorted by position size

AlphaQuest LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% HARBOR CAPITAL ADVISORS, INC. 3Y 0.0% STRS OHIO 3Y 7Y 0.0% GAMMA Investing LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Fortitude Family Office, LLC 0.0% Nuveen, LLC 0.0%

FAQ About ANCHOR CAPITAL ADVISORS LLC and ULH

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANCHOR CAPITAL ADVISORS LLC reported owning ULH?

ANCHOR CAPITAL ADVISORS LLC reported ULH across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ULH position in ANCHOR CAPITAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for ULH was 0.04% in 2024 Q4.

What is the latest reported ULH position on this page?

The most recent filing on this page is 2025 Q4, when ANCHOR CAPITAL ADVISORS LLC reported 48,542 shares, equal to 0.02% of portfolio, with an estimated market value of $737K.

What does the chart on this ULH ownership page compare?

The chart compares ANCHOR CAPITAL ADVISORS LLC's quarterly ULH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANCHOR CAPITAL ADVISORS LLC time their ULH position?

Based on 13F filing dates vs. subsequent ULH price moves, ANCHOR CAPITAL ADVISORS LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ULH relative to SPY over the holding period was -52.4%.

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