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Calvert Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-6,870
Closed -$254K – 581
2016
Q4 		$254K Sell
6,870
-10
-0.1% -$343 0.01% 715
2016
Q3 		$223K Buy
+6,880
New +$246K 0.01% 740

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Calvert Investment Management's UHAL Position: Q1 2017 in Review

Calvert Investment Management sold out of U-Haul Holding Co (UHAL) in Q1 2017, closing a stake of 6,870 shares — an estimated $254K sold.

Calvert Investment Management first reported a position in UHAL in Q3 2016 and held it in 2 quarters. The position peaked at $254K in Q4 2016. 236 funds tracked by Wall St. Rank hold UHAL as of Q1 2017.

  • Calvert Investment Management reported no remaining U-Haul Holding Co position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 6,870 U-Haul Holding Co shares in Q1 2017, an estimated $254K.
  • Calvert Investment Management first reported a position in U-Haul Holding Co in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's U-Haul Holding Co position peaked at $254K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.