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Foresters Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Foresters Investment 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
2018
Q1 		– Sell
-11,300
Closed -$427K – 560
2017
Q4 		$427K Buy
11,300
+1,840
+19% +$68.8K 0.01% 409
2017
Q3 		$355K Buy
9,460
+3,090
+49% +$115K 0.01% 410
2017
Q2 		$233K Buy
+6,370
New +$231K ﹤0.01% 442

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 $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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Foresters Investment Management's UHAL Position: Q1 2018 in Review

Foresters Investment Management sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 11,300 shares — an estimated $427K sold.

Foresters Investment Management first reported a position in UHAL in Q2 2017 and held it in 3 quarters. The position peaked at $427K in Q4 2017. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

  • Foresters Investment Management reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 11,300 U-Haul Holding Co shares in Q1 2018, an estimated $427K.
  • Foresters Investment Management first reported a position in U-Haul Holding Co in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's U-Haul Holding Co position peaked at $427K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.