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Clough Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Clough Capital 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
2017
Q4 		– Sell
-356,100
Closed -$13.3M – 152
2017
Q3 		$13.3M Sell
356,100
-375,000
-51% -$14M 0.89% 37
2017
Q2 		$26.8M Buy
+731,100
New +$26.5M 1.86% 17

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

Clough Capital Partners's UHAL Position: Q4 2017 in Review

Clough Capital Partners sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 356,100 shares — an estimated $13.3M sold.

Clough Capital Partners first reported a position in UHAL in Q2 2017 and held it in 2 quarters. The position peaked at $26.8M in Q2 2017. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Clough Capital Partners reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Clough Capital Partners sold 356,100 U-Haul Holding Co shares in Q4 2017, an estimated $13.3M.
  • Clough Capital Partners first reported a position in U-Haul Holding Co in Q2 2017 and held it in 2 quarters.
  • Clough Capital Partners's U-Haul Holding Co position peaked at $26.8M in Q2 2017.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Clough Capital Partners's 13F filing for Q4 2017, filed 14 Feb 2018.