HCMT
UHAL icon

Highland Capital Management (Tennessee)’s U-Haul Holding Co UHAL Stock Holding History

Highland Capital Management (Tennessee)’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
-45,080
Closed -$1.69M – 354
2016
Q2 		$1.69M Hold
45,080
– – 0.15% 156
2016
Q1 		$1.61M Buy
45,080
+910
+2% +$31.7K 0.14% 156
2015
Q4 		$1.72M Sell
44,170
-49,610
-53% -$2.01M 0.14% 172
2015
Q3 		$3.69M Buy
93,780
+4,750
+5% +$173K 0.31% 104
2015
Q2 		$2.91M Buy
+89,030
New +$2.91M 0.22% 138

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

Highland Capital Management (Tennessee)'s UHAL Position: Q3 2016 in Review

Highland Capital Management (Tennessee) sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 45,080 shares — an estimated $1.69M sold.

Highland Capital Management (Tennessee) first reported a position in UHAL in Q2 2015 and held it in 5 quarters. The position peaked at $3.69M in Q3 2015. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Highland Capital Management (Tennessee) reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 45,080 U-Haul Holding Co shares in Q3 2016, an estimated $1.69M.
  • Highland Capital Management (Tennessee) first reported a position in U-Haul Holding Co in Q2 2015 and held it in 5 quarters.
  • Highland Capital Management (Tennessee)'s U-Haul Holding Co position peaked at $3.69M in Q3 2015.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q3 2016, filed 13 Oct 2016.