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FrontFour Capital Group’s U-Haul Holding Co UHAL Stock Holding History

FrontFour Capital Group’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
Q2 		– Sell
-123,200
Closed -$4.4M – 41
2016
Q1 		$4.4M Sell
123,200
-176,170
-59% -$6.13M 1.22% 19
2015
Q4 		$11.7M Sell
299,370
-313,140
-51% -$12.7M 2.36% 12
2015
Q3 		$24.1M Sell
612,510
-154,520
-20% -$5.62M 4.09% 9
2015
Q2 		$25.1M Sell
767,030
-31,160
-4% -$1.02M 3.77% 9
2015
Q1 		$26.4M Sell
798,190
-6,140
-0.8% -$190K 4.08% 6
2014
Q4 		$22.9M Buy
804,330
+193,250
+32% +$5.24M 3.78% 9
2014
Q3 		$16M Buy
611,080
+216,190
+55% +$5.98M 2.23% 14
2014
Q2 		$11.5M Sell
394,890
-187,610
-32% -$4.96M 1.87% 16
2014
Q1 		$13.5M Sell
582,500
-31,210
-5% -$722K 2.16% 12
2013
Q4 		$14.6M Sell
613,710
-183,640
-23% -$3.95M 3.8% 9
2013
Q3 		$14.7M Buy
797,350
+242,130
+44% +$4.18M 2.37% 8
2013
Q2 		$8.99M Buy
+555,220
New +$9.22M 2.41% 11

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

FrontFour Capital Group's UHAL Position: Q2 2016 in Review

FrontFour Capital Group sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 123,200 shares — an estimated $4.4M sold.

FrontFour Capital Group first reported a position in UHAL in Q2 2013 and held it in 12 quarters. The position peaked at $26.4M in Q1 2015. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • FrontFour Capital Group reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • FrontFour Capital Group sold 123,200 U-Haul Holding Co shares in Q2 2016, an estimated $4.4M.
  • FrontFour Capital Group first reported a position in U-Haul Holding Co in Q2 2013 and held it in 12 quarters.
  • FrontFour Capital Group's U-Haul Holding Co position peaked at $26.4M in Q1 2015.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on FrontFour Capital Group's 13F filing for Q2 2016, filed 15 Aug 2016.