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

Driehaus 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
2016 Q4	–	Sell	-87,230	Closed	-$2.83M	–	652
2016 Q3	$2.83M	Sell	87,230 -118,500	-58%	-$4.23M	0.1%	221
2016 Q2	$7.71M	Sell	205,730 -37,920	-16%	-$1.37M	0.27%	81
2016 Q1	$8.71M	Buy	243,650 +72,440	+42%	+$2.52M	0.28%	68
2015 Q4	$6.67M	Sell	171,210 -40,410	-19%	-$1.63M	0.22%	104
2015 Q3	$8.33M	Sell	211,620 -11,030	-5%	-$401K	0.3%	81
2015 Q2	$7.28M	Sell	222,650 -24,430	-10%	-$798K	0.25%	89
2015 Q1	$8.16M	Buy	247,080 +53,840	+28%	+$1.66M	0.28%	88
2014 Q4	$5.49M	Buy	193,240 +7,610	+4%	+$206K	0.22%	125
2014 Q3	$4.86M	Buy	185,630 +70,090	+61%	+$1.94M	0.19%	146
2014 Q2	$3.36M	Buy	+115,540	New	+$3.05M	0.11%	256

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Driehaus Capital Management's UHAL Position: Q4 2016 in Review

Driehaus Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2016, closing a stake of 87,230 shares — an estimated $2.83M sold.

Driehaus Capital Management first reported a position in UHAL in Q2 2014 and held it in 10 quarters. The position peaked at $8.71M in Q1 2016. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

Driehaus Capital Management reported no remaining U-Haul Holding Co position as of Q4 2016 after selling out during the quarter.
Driehaus Capital Management sold 87,230 U-Haul Holding Co shares in Q4 2016, an estimated $2.83M.
Driehaus Capital Management first reported a position in U-Haul Holding Co in Q2 2014 and held it in 10 quarters.
Driehaus Capital Management's U-Haul Holding Co position peaked at $8.71M in Q1 2016.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

Based on Driehaus Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.