CAM
UHAL icon

ClariVest Asset Management’s U-Haul Holding Co UHAL Stock Holding History

ClariVest 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
Q2 		– Sell
-56,450
Closed -$1.86M – 653
2015
Q1 		$1.86M Sell
56,450
-950
-2% -$29.4K 0.06% 206
2014
Q4 		$1.63M Sell
57,400
-120
-0.2% -$3.25K 0.06% 183
2014
Q3 		$1.51M Sell
57,520
-50
-0.1% -$1.38K 0.06% 201
2014
Q2 		$1.67M Sell
57,570
-17,820
-24% -$471K 0.06% 190
2014
Q1 		$1.75M Buy
75,390
+75,300
+83,667% +$1.74M 0.07% 178
2013
Q4 		$2K Buy
+90
New +$1.93K ﹤0.01% 558
2013
Q3 		– Sell
-88,490
Closed -$1.43M – 605
2013
Q2 		$1.43M Buy
+88,490
New +$1.47M 0.06% 188

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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 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

ClariVest Asset Management's UHAL Position: Q2 2015 in Review

ClariVest Asset Management sold out of U-Haul Holding Co (UHAL) in Q2 2015, closing a stake of 56,450 shares — an estimated $1.86M sold.

ClariVest Asset Management first reported a position in UHAL in Q2 2013 and held it in 7 quarters. The position peaked at $1.86M in Q1 2015. 167 funds tracked by Wall St. Rank hold UHAL as of Q2 2015.

  • ClariVest Asset Management reported no remaining U-Haul Holding Co position as of Q2 2015 after selling out during the quarter.
  • ClariVest Asset Management sold 56,450 U-Haul Holding Co shares in Q2 2015, an estimated $1.86M.
  • ClariVest Asset Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 7 quarters.
  • ClariVest Asset Management's U-Haul Holding Co position peaked at $1.86M in Q1 2015.
  • 167 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2015.

Based on ClariVest Asset Management's 13F filing for Q2 2015, filed 27 Jul 2015.