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Cloverdale Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Cloverdale Capital 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
2019
Q3 		– Sell
-284,430
Closed -$10.8M – 18
2019
Q2 		$10.8M Buy
+284,430
New +$10.8M 7.39% 6
2017
Q1 		– Sell
-218,050
Closed -$8.06M – 21
2016
Q4 		$8.06M Buy
+218,050
New +$7.48M 6.46% 8

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Cloverdale Capital Management's UHAL Position: Q3 2019 in Review

Cloverdale Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 284,430 shares — an estimated $10.8M sold.

Cloverdale Capital Management first reported a position in UHAL in Q4 2016 and held it in 2 quarters. The position peaked at $10.8M in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • Cloverdale Capital Management reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • Cloverdale Capital Management sold 284,430 U-Haul Holding Co shares in Q3 2019, an estimated $10.8M.
  • Cloverdale Capital Management first reported a position in U-Haul Holding Co in Q4 2016 and held it in 2 quarters.
  • Cloverdale Capital Management's U-Haul Holding Co position peaked at $10.8M in Q2 2019.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Cloverdale Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.