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

Cornerstone Capital Management Holdings’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 		$3.5M Buy
+92,610
New +$3.46M 0.02% 580
2017
Q2 		– Sell
-360
Closed -$13K – 1344
2017
Q1 		$13K Sell
360
-75,930
-100% -$2.85M ﹤0.01% 1273
2016
Q4 		$2.82M Buy
+76,290
New +$2.62M 0.02% 647
2016
Q2 		– Sell
-46,000
Closed -$1.64M – 1492
2016
Q1 		$1.64M Sell
46,000
-19,220
-29% -$669K 0.01% 798
2015
Q4 		$2.54M Sell
65,220
-6,590
-9% -$266K 0.02% 667
2015
Q3 		$2.83M Buy
71,810
+16,010
+29% +$582K 0.03% 597
2015
Q2 		$1.82M Sell
55,800
-48,690
-47% -$1.59M 0.02% 745
2015
Q1 		$3.45M Sell
104,490
-137,620
-57% -$4.26M 0.03% 540
2014
Q4 		$6.88M Sell
242,110
-83,490
-26% -$2.26M 0.07% 353
2014
Q3 		$8.53M Buy
325,600
+21,110
+7% +$584K 0.09% 287
2014
Q2 		$8.85M Sell
304,490
-30,870
-9% -$816K 0.1% 279
2014
Q1 		$7.79M Sell
335,360
-82,940
-20% -$1.92M 0.09% 301
2013
Q4 		$9.95M Buy
418,300
+99,590
+31% +$2.14M 0.11% 246
2013
Q3 		$5.87M Buy
318,710
+191,170
+150% +$3.3M 0.07% 363
2013
Q2 		$2.07M Buy
+127,540
New +$2.12M 0.03% 636

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 $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cornerstone Capital Management Holdings's UHAL Position: Q4 2017 in Review

Cornerstone Capital Management Holdings opened a new position in U-Haul Holding Co (UHAL) in Q4 2017: 92,610 shares worth $3.5M. The stake represents 0.02% of the portfolio and ranks #580 among its holdings. This is a return to the name: Cornerstone Capital Management Holdings previously reported a position in UHAL as recently as Q1 2017.

Cornerstone Capital Management Holdings first reported a position in UHAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $9.95M in Q4 2013. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Cornerstone Capital Management Holdings held 92,610 shares of U-Haul Holding Co worth $3.5M as of Q4 2017.
  • U-Haul Holding Co was a new Cornerstone Capital Management Holdings position in Q4 2017.
  • U-Haul Holding Co made up 0.02% of Cornerstone Capital Management Holdings's portfolio in Q4 2017, its #580 holding.
  • Cornerstone Capital Management Holdings first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 15 quarters since.
  • Cornerstone Capital Management Holdings's U-Haul Holding Co position peaked at $9.95M in Q4 2013.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.