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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CWAM

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

BIT

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

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chicago Equity Partners's UHAL Position: Q3 2016 in Review

Chicago Equity Partners sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 15,000 shares — an estimated $562K sold.

Chicago Equity Partners first reported a position in UHAL in Q2 2013 and held it in 10 quarters. The position peaked at $2.84M in Q1 2016. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

Chicago Equity Partners reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
Chicago Equity Partners sold 15,000 U-Haul Holding Co shares in Q3 2016, an estimated $562K.
Chicago Equity Partners first reported a position in U-Haul Holding Co in Q2 2013 and held it in 10 quarters.
Chicago Equity Partners's U-Haul Holding Co position peaked at $2.84M in Q1 2016.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Chicago Equity Partners's 13F filing for Q3 2016, filed 28 Oct 2016.