Absolute Return Capital’s U-Haul Holding Co UHAL Stock Holding History

Absolute Return Capital’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-9,800	Closed	-$386K	–	322
2015 Q3	$386K	Sell	9,800 -20,640	-68%	-$750K	0.02%	389
2015 Q2	$995K	Sell	30,440 -9,600	-24%	-$314K	0.04%	340
2015 Q1	$1.32M	Buy	40,040 +1,950	+5%	+$60.3K	0.03%	355
2014 Q4	$1.08M	Sell	38,090 -49,020	-56%	-$1.33M	0.02%	442
2014 Q3	$2.28M	Sell	87,110 -5,080	-6%	-$140K	0.03%	428
2014 Q2	$2.68M	Buy	92,190 +42,340	+85%	+$1.12M	0.03%	521
2014 Q1	$1.16M	Buy	+49,850	New	+$1.15M	0.02%	602

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Absolute Return Capital's UHAL Position: Q4 2015 in Review

Absolute Return Capital sold out of U-Haul Holding Co (UHAL) in Q4 2015, closing a stake of 9,800 shares — an estimated $386K sold.

Absolute Return Capital first reported a position in UHAL in Q1 2014 and held it in 7 quarters. The position peaked at $2.68M in Q2 2014. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

Absolute Return Capital reported no remaining U-Haul Holding Co position as of Q4 2015 after selling out during the quarter.
Absolute Return Capital sold 9,800 U-Haul Holding Co shares in Q4 2015, an estimated $386K.
Absolute Return Capital first reported a position in U-Haul Holding Co in Q1 2014 and held it in 7 quarters.
Absolute Return Capital's U-Haul Holding Co position peaked at $2.68M in Q2 2014.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

Based on Absolute Return Capital's 13F filing for Q4 2015.