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Chicago Equity Partners’s U-Haul Holding Co UHAL Stock Holding History

Chicago Equity 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
2016
Q3 		– Sell
-15,000
Closed -$562K – 792
2016
Q2 		$562K Sell
15,000
-64,550
-81% -$2.33M 0.02% 484
2016
Q1 		$2.84M Buy
79,550
+43,750
+122% +$1.52M 0.08% 207
2015
Q4 		$1.39M Buy
35,800
+2,500
+8% +$101K 0.04% 311
2015
Q3 		$1.31M Buy
33,300
+3,650
+12% +$133K 0.04% 319
2015
Q2 		$969K Buy
+29,650
New +$969K 0.03% 264
2014
Q3 		– Sell
-42,500
Closed -$1.24M – 497
2014
Q2 		$1.24M Sell
42,500
-22,450
-35% -$593K 0.03% 263
2014
Q1 		$1.51M Sell
64,950
-10,900
-14% -$252K 0.04% 247
2013
Q4 		$1.8M Sell
75,850
-30,200
-28% -$649K 0.05% 218
2013
Q3 		$1.95M Sell
106,050
-38,350
-27% -$662K 0.06% 228
2013
Q2 		$2.34M Buy
+144,400
New +$2.4M 0.07% 203

Other funds holding UHAL

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NC
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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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return