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Hatteras Investment Partners’s U-Haul Holding Co UHAL Stock Holding History

Hatteras Investment Partners’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
2017
Q1 		– Sell
-6,700
Closed -$248K – 22
2016
Q4 		$248K Sell
6,700
-4,350
-39% -$149K 1.45% 32
2016
Q3 		$358K Sell
11,050
-21,700
-66% -$775K 1.23% 34
2016
Q2 		$1.23M Sell
32,750
-12,800
-28% -$463K 6.86% 5
2016
Q1 		$1.63M Sell
45,550
-28,250
-38% -$983K 4.45% 2
2015
Q4 		$2.88M Buy
+73,800
New +$2.98M 3.76% 3

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Hatteras Investment Partners's UHAL Position: Q1 2017 in Review

Hatteras Investment Partners sold out of U-Haul Holding Co (UHAL) in Q1 2017, closing a stake of 6,700 shares — an estimated $248K sold.

Hatteras Investment Partners first reported a position in UHAL in Q4 2015 and held it in 5 quarters. The position peaked at $2.88M in Q4 2015. 236 funds tracked by Wall St. Rank hold UHAL as of Q1 2017.

  • Hatteras Investment Partners reported no remaining U-Haul Holding Co position as of Q1 2017 after selling out during the quarter.
  • Hatteras Investment Partners sold 6,700 U-Haul Holding Co shares in Q1 2017, an estimated $248K.
  • Hatteras Investment Partners first reported a position in U-Haul Holding Co in Q4 2015 and held it in 5 quarters.
  • Hatteras Investment Partners's U-Haul Holding Co position peaked at $2.88M in Q4 2015.
  • 236 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2017.

Based on Hatteras Investment Partners's 13F filing for Q1 2017.