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BTG Pactual Global Asset Management’s U-Haul Holding Co UHAL Stock Holding History

BTG Pactual Global Asset Management’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
Q1 		– Sell
-17,400
Closed -$494K – 207
2014
Q4 		$494K Buy
17,400
+3,400
+24% +$92.2K 0.04% 109
2014
Q3 		$366K Hold
14,000
– – 0.04% 147
2014
Q2 		$407K Buy
+14,000
New +$370K 0.06% 178

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTG Pactual Global Asset Management's UHAL Position: Q1 2015 in Review

BTG Pactual Global Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 17,400 shares — an estimated $494K sold.

BTG Pactual Global Asset Management first reported a position in UHAL in Q2 2014 and held it in 3 quarters. The position peaked at $494K in Q4 2014. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

  • BTG Pactual Global Asset Management reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 17,400 U-Haul Holding Co shares in Q1 2015, an estimated $494K.
  • BTG Pactual Global Asset Management first reported a position in U-Haul Holding Co in Q2 2014 and held it in 3 quarters.
  • BTG Pactual Global Asset Management's U-Haul Holding Co position peaked at $494K in Q4 2014.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2015, filed 14 May 2015.