Curi RMB Capital’s U-Haul Holding Co UHAL Stock Holding History

Curi RMB Capital’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
2018 Q2	–	Sell	-106,030	Closed	-$3.66M	–	974
2018 Q1	$3.66M	Buy	106,030 +3,040	+3%	+$108K	0.09%	276
2017 Q4	$3.89M	Buy	102,990 +2,440	+2%	+$91.3K	0.1%	271
2017 Q3	$3.77M	Buy	100,550 +1,850	+2%	+$69.1K	0.1%	286
2017 Q2	$3.61M	Buy	98,700 +27,920	+39%	+$1.01M	0.1%	273
2017 Q1	$2.7M	Buy	70,780 +2,070	+3%	+$77.8K	0.11%	199
2016 Q4	$2.54M	Buy	+68,710	New	+$2.36M	0.14%	170

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Curi RMB Capital's UHAL Position: Q2 2018 in Review

Curi RMB Capital sold out of U-Haul Holding Co (UHAL) in Q2 2018, closing a stake of 106,030 shares — an estimated $3.66M sold.

Curi RMB Capital first reported a position in UHAL in Q4 2016 and held it in 6 quarters. The position peaked at $3.89M in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

Curi RMB Capital reported no remaining U-Haul Holding Co position as of Q2 2018 after selling out during the quarter.
Curi RMB Capital sold 106,030 U-Haul Holding Co shares in Q2 2018, an estimated $3.66M.
Curi RMB Capital first reported a position in U-Haul Holding Co in Q4 2016 and held it in 6 quarters.
Curi RMB Capital's U-Haul Holding Co position peaked at $3.89M in Q4 2017.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on Curi RMB Capital's 13F filing for Q2 2018, filed 13 Aug 2018.