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GAM Systematic’s U-Haul Holding Co UHAL Stock Holding History

GAM Systematic’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
2015
Q3 		– Sell
-53,840
Closed -$1.76M – 651
2015
Q2 		$1.76M Sell
53,840
-20,060
-27% -$656K 0.22% 183
2015
Q1 		$2.44M Buy
73,900
+59,420
+410% +$1.84M 0.34% 121
2014
Q4 		$412K Buy
+14,480
New +$392K 0.08% 292

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
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAM Systematic's UHAL Position: Q3 2015 in Review

GAM Systematic sold out of U-Haul Holding Co (UHAL) in Q3 2015, closing a stake of 53,840 shares — an estimated $1.76M sold.

GAM Systematic first reported a position in UHAL in Q4 2014 and held it in 3 quarters. The position peaked at $2.44M in Q1 2015. 199 funds tracked by Wall St. Rank hold UHAL as of Q3 2015.

  • GAM Systematic reported no remaining U-Haul Holding Co position as of Q3 2015 after selling out during the quarter.
  • GAM Systematic sold 53,840 U-Haul Holding Co shares in Q3 2015, an estimated $1.76M.
  • GAM Systematic first reported a position in U-Haul Holding Co in Q4 2014 and held it in 3 quarters.
  • GAM Systematic's U-Haul Holding Co position peaked at $2.44M in Q1 2015.
  • 199 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2015.

Based on GAM Systematic's 13F filing for Q3 2015, filed 13 Nov 2015.