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Clinton Group’s U-Haul Holding Co UHAL Stock Holding History

Clinton Group’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
Q4 		– Sell
-45,780
Closed -$1.72M – 504
2017
Q3 		$1.72M Buy
45,780
+37,390
+446% +$1.4M 0.19% 148
2017
Q2 		$307K Buy
+8,390
New +$304K 0.03% 471
2016
Q4 		– Sell
-154,840
Closed -$5.02M – 1017
2016
Q3 		$5.02M Buy
+154,840
New +$5.53M 0.24% 122
2016
Q2 		– Sell
-49,720
Closed -$1.78M – 1049
2016
Q1 		$1.78M Buy
+49,720
New +$1.73M 0.11% 289

Other funds holding UHAL

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Clinton Group's UHAL Position: Q4 2017 in Review

Clinton Group sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 45,780 shares — an estimated $1.72M sold.

Clinton Group first reported a position in UHAL in Q1 2016 and held it in 4 quarters. The position peaked at $5.02M in Q3 2016. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Clinton Group reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Clinton Group sold 45,780 U-Haul Holding Co shares in Q4 2017, an estimated $1.72M.
  • Clinton Group first reported a position in U-Haul Holding Co in Q1 2016 and held it in 4 quarters.
  • Clinton Group's U-Haul Holding Co position peaked at $5.02M in Q3 2016.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Clinton Group's 13F filing for Q4 2017, filed 14 Feb 2018.