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Gerstein Fisher’s U-Haul Holding Co UHAL Stock Holding History

Gerstein Fisher’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
-31,010
Closed -$1.16M – 441
2016
Q2 		$1.16M Sell
31,010
-80
-0.3% -$2.89K 0.15% 132
2016
Q1 		$1.11M Sell
31,090
-120
-0.4% -$4.17K 0.15% 126
2015
Q4 		$1.22M Hold
31,210
– – 0.17% 122
2015
Q3 		$1.23M Buy
31,210
+190
+0.6% +$6.91K 0.18% 115
2015
Q2 		$1.01M Buy
31,020
+80
+0.3% +$2.61K 0.16% 138
2015
Q1 		$1.02M Buy
30,940
+110
+0.4% +$3.4K 0.17% 132
2014
Q4 		$889K Hold
30,830
– – 0.14% 140
2014
Q3 		$807K Hold
30,830
– – 0.14% 144
2014
Q2 		$896K Hold
30,830
– – 0.17% 116
2014
Q1 		$716K Sell
30,830
-22,530
-42% -$521K 0.14% 126
2013
Q4 		$6.98M Buy
+53,360
New +$1.15M 0.26% 96

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
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

Gerstein Fisher's UHAL Position: Q3 2016 in Review

Gerstein Fisher sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 31,010 shares — an estimated $1.16M sold.

Gerstein Fisher first reported a position in UHAL in Q4 2013 and held it in 11 quarters. The position peaked at $6.98M in Q4 2013. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Gerstein Fisher reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Gerstein Fisher sold 31,010 U-Haul Holding Co shares in Q3 2016, an estimated $1.16M.
  • Gerstein Fisher first reported a position in U-Haul Holding Co in Q4 2013 and held it in 11 quarters.
  • Gerstein Fisher's U-Haul Holding Co position peaked at $6.98M in Q4 2013.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.