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Hanseatic Management Services’s U-Haul Holding Co UHAL Stock Holding History

Hanseatic Management Services’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
Q1 		– Sell
-73,560
Closed -$2.87M – 322
2015
Q4 		$2.87M Buy
73,560
+18,700
+34% +$756K 0.99% 28
2015
Q3 		$2.16M Buy
+54,860
New +$1.99M 0.67% 48
2015
Q1 		– Sell
-1,710
Closed -$49K – 380
2014
Q4 		$49K Sell
1,710
-51,160
-97% -$1.39M 0.03% 161
2014
Q3 		$1.39M Buy
52,870
+70
+0.1% +$1.94K 0.74% 56
2014
Q2 		$1.53M Buy
52,800
+39,140
+287% +$1.03M 0.99% 38
2014
Q1 		$5.88K Sell
13,660
-43,430
-76% -$1M 0.18% 98
2013
Q4 		$1.36M Buy
57,090
+55,670
+3,920% +$1.2M 0.86% 51
2013
Q3 		$26K Hold
1,420
– – 0.02% 156
2013
Q2 		$23K Buy
+1,420
New +$23.6K 0.01% 155

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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Hanseatic Management Services's UHAL Position: Q1 2016 in Review

Hanseatic Management Services sold out of U-Haul Holding Co (UHAL) in Q1 2016, closing a stake of 73,560 shares — an estimated $2.87M sold.

Hanseatic Management Services first reported a position in UHAL in Q2 2013 and held it in 9 quarters. The position peaked at $2.87M in Q4 2015. 240 funds tracked by Wall St. Rank hold UHAL as of Q1 2016.

  • Hanseatic Management Services reported no remaining U-Haul Holding Co position as of Q1 2016 after selling out during the quarter.
  • Hanseatic Management Services sold 73,560 U-Haul Holding Co shares in Q1 2016, an estimated $2.87M.
  • Hanseatic Management Services first reported a position in U-Haul Holding Co in Q2 2013 and held it in 9 quarters.
  • Hanseatic Management Services's U-Haul Holding Co position peaked at $2.87M in Q4 2015.
  • 240 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2016.

Based on Hanseatic Management Services's 13F filing for Q1 2016, filed 3 May 2016.