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Hodges Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Hodges Capital Management’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
-10,000
Closed -$375K – 292
2016
Q2 		$375K Hold
10,000
– – 0.02% 216
2016
Q1 		$357K Hold
10,000
– – 0.02% 220
2015
Q4 		$389K Hold
10,000
– – 0.02% 216
2015
Q3 		$393K Buy
10,000
+2,000
+25% +$72.7K 0.02% 225
2015
Q2 		$262K Buy
+8,000
New +$261K 0.01% 264

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
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 $369M AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hodges Capital Management's UHAL Position: Q3 2016 in Review

Hodges Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 10,000 shares — an estimated $375K sold.

Hodges Capital Management first reported a position in UHAL in Q2 2015 and held it in 5 quarters. The position peaked at $393K in Q3 2015. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Hodges Capital Management reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Hodges Capital Management sold 10,000 U-Haul Holding Co shares in Q3 2016, an estimated $375K.
  • Hodges Capital Management first reported a position in U-Haul Holding Co in Q2 2015 and held it in 5 quarters.
  • Hodges Capital Management's U-Haul Holding Co position peaked at $393K in Q3 2015.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Hodges Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.