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Banbury Partners’s U-Haul Holding Co UHAL Stock Holding History

Banbury Partners’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
2018
Q2 		– Sell
-455,110
Closed -$15.7M – 23
2018
Q1 		$15.7M Sell
455,110
-24,890
-5% -$885K 4.21% 15
2017
Q4 		$18.1M Buy
+480,000
New +$18M 4.45% 13

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Banbury Partners's UHAL Position: Q2 2018 in Review

Banbury Partners sold out of U-Haul Holding Co (UHAL) in Q2 2018, closing a stake of 455,110 shares — an estimated $15.7M sold.

Banbury Partners first reported a position in UHAL in Q4 2017 and held it in 2 quarters. The position peaked at $18.1M in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

  • Banbury Partners reported no remaining U-Haul Holding Co position as of Q2 2018 after selling out during the quarter.
  • Banbury Partners sold 455,110 U-Haul Holding Co shares in Q2 2018, an estimated $15.7M.
  • Banbury Partners first reported a position in U-Haul Holding Co in Q4 2017 and held it in 2 quarters.
  • Banbury Partners's U-Haul Holding Co position peaked at $18.1M in Q4 2017.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on Banbury Partners's 13F filing for Q2 2018, filed 14 Aug 2018.