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

Dynamic 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
Q3 		– Sell
-41,390
Closed -$1.55M – 468
2016
Q2 		$1.55M Buy
41,390
+31,390
+314% +$1.13M 0.18% 199
2016
Q1 		$357K Buy
+10,000
New +$348K 0.13% 217

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $369M AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dynamic Capital Management's UHAL Position: Q3 2016 in Review

Dynamic Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 41,390 shares — an estimated $1.55M sold.

Dynamic Capital Management first reported a position in UHAL in Q1 2016 and held it in 2 quarters. The position peaked at $1.55M in Q2 2016. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Dynamic Capital Management reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Dynamic Capital Management sold 41,390 U-Haul Holding Co shares in Q3 2016, an estimated $1.55M.
  • Dynamic Capital Management first reported a position in U-Haul Holding Co in Q1 2016 and held it in 2 quarters.
  • Dynamic Capital Management's U-Haul Holding Co position peaked at $1.55M in Q2 2016.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Dynamic Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.