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

Columbia Wanger 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
2017 Q4	$12.4M	Sell	327,060 -108,940	-25%	-$4.07M	0.18%	168
2017 Q3	$16.3M	Sell	436,000 -36,080	-8%	-$1.35M	0.24%	147
2017 Q2	$17.3M	Sell	472,080 -763,940	-62%	-$27.7M	0.25%	155
2017 Q1	$47.1M	Sell	1,236,020 -523,870	-30%	-$19.7M	0.66%	52
2016 Q4	$65M	Sell	1,759,890 -825,760	-32%	-$28.3M	0.91%	22
2016 Q3	$83.8M	Buy	2,585,650 +384,070	+17%	+$13.7M	1.1%	14
2016 Q2	$82.5M	Buy	2,201,580 +548,820	+33%	+$19.8M	0.96%	16
2016 Q1	$59.1M	Hold	1,652,760	–	–	0.64%	64
2015 Q4	$64.4M	Sell	1,652,760 -348,720	-17%	-$14.1M	0.64%	59
2015 Q3	$78.8M	Sell	2,001,480 -13,210	-0.7%	-$480K	0.63%	58
2015 Q2	$65.9M	Sell	2,014,690 -75,310	-4%	-$2.46M	0.42%	90
2015 Q1	$69.1M	Buy	2,090,000 +200,000	+11%	+$6.18M	0.38%	100
2014 Q4	$53.7M	Buy	1,890,000 +200,000	+12%	+$5.42M	0.27%	126
2014 Q3	$44.3M	Buy	1,690,000 +200,000	+13%	+$5.53M	0.2%	162
2014 Q2	$43.3M	Buy	1,490,000 +200,000	+16%	+$5.28M	0.17%	191
2014 Q1	$29.9M	Buy	1,290,000 +840,000	+187%	+$19.4M	0.12%	231
2013 Q4	$10.7M	Buy	+450,000	New	+$9.67M	0.04%	275

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 New York $36.1B AUM 11.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Columbia Wanger Asset Management's UHAL Position: Q4 2017 in Review

Columbia Wanger Asset Management reduced its U-Haul Holding Co (UHAL) stake by 25% in Q4 2017, selling an estimated $4.07M and leaving 327,060 shares worth $12.4M. The position accounts for 0.18% of the portfolio, ranked #168.

Columbia Wanger Asset Management first reported a position in UHAL in Q4 2013 and has held it in 17 quarters since. The position peaked at $83.8M in Q3 2016. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

Columbia Wanger Asset Management held 327,060 shares of U-Haul Holding Co worth $12.4M as of Q4 2017.
Columbia Wanger Asset Management sold 108,940 U-Haul Holding Co shares in Q4 2017, an estimated $4.07M.
U-Haul Holding Co made up 0.18% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #168 holding.
Columbia Wanger Asset Management first reported a position in U-Haul Holding Co in Q4 2013 and has held it in 17 quarters since.
Columbia Wanger Asset Management's U-Haul Holding Co position peaked at $83.8M in Q3 2016.
255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.