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Columbia Partners Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Columbia Partners Investment 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
2016
Q3 		– Sell
-23,320
Closed -$873K – 356
2016
Q2 		$873K Sell
23,320
-320
-1% -$11.6K 0.06% 304
2016
Q1 		$844K Buy
23,640
+280
+1% +$9.74K 0.06% 307
2015
Q4 		$909K Buy
23,360
+720
+3% +$29.1K 0.06% 270
2015
Q3 		$890K Buy
+22,640
New +$823K 0.06% 278
2015
Q2 		– Sell
-22,250
Closed -$735K – 366
2015
Q1 		$735K Sell
22,250
-9,280
-29% -$287K 0.04% 292
2014
Q4 		$896K Sell
31,530
-70,880
-69% -$1.92M 0.05% 295
2014
Q3 		$2.68M Buy
102,410
+2,940
+3% +$81.3K 0.14% 181
2014
Q2 		$2.89M Buy
99,470
+3,700
+4% +$97.8K 0.13% 188
2014
Q1 		$2.22M Sell
95,770
-1,110
-1% -$25.7K 0.1% 207
2013
Q4 		$2.3M Buy
96,880
+51,180
+112% +$1.1M 0.1% 201
2013
Q3 		$841K Buy
+45,700
New +$789K 0.04% 284

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
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Columbia Partners Investment Management's UHAL Position: Q3 2016 in Review

Columbia Partners Investment Management sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 23,320 shares — an estimated $873K sold.

Columbia Partners Investment Management first reported a position in UHAL in Q3 2013 and held it in 11 quarters. The position peaked at $2.89M in Q2 2014. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Columbia Partners Investment Management reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Columbia Partners Investment Management sold 23,320 U-Haul Holding Co shares in Q3 2016, an estimated $873K.
  • Columbia Partners Investment Management first reported a position in U-Haul Holding Co in Q3 2013 and held it in 11 quarters.
  • Columbia Partners Investment Management's U-Haul Holding Co position peaked at $2.89M in Q2 2014.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Columbia Partners Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.