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Howard Hughes Medical Institute’s U-Haul Holding Co UHAL Stock Holding History

Howard Hughes Medical Institute’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
Q3 		– Sell
-13,310
Closed -$487K – 116
2017
Q2 		$487K Sell
13,310
-2,680
-17% -$97.2K 0.09% 95
2017
Q1 		$610K Buy
15,990
+2,380
+17% +$89.4K 0.11% 81
2016
Q4 		$503K Buy
13,610
+8,660
+175% +$297K 0.11% 95
2016
Q3 		$160K Buy
+4,950
New +$177K 0.04% 132

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howard Hughes Medical Institute's UHAL Position: Q3 2017 in Review

Howard Hughes Medical Institute sold out of U-Haul Holding Co (UHAL) in Q3 2017, closing a stake of 13,310 shares — an estimated $487K sold.

Howard Hughes Medical Institute first reported a position in UHAL in Q3 2016 and held it in 4 quarters. The position peaked at $610K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q3 2017.

  • Howard Hughes Medical Institute reported no remaining U-Haul Holding Co position as of Q3 2017 after selling out during the quarter.
  • Howard Hughes Medical Institute sold 13,310 U-Haul Holding Co shares in Q3 2017, an estimated $487K.
  • Howard Hughes Medical Institute first reported a position in U-Haul Holding Co in Q3 2016 and held it in 4 quarters.
  • Howard Hughes Medical Institute's U-Haul Holding Co position peaked at $610K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2017.

Based on Howard Hughes Medical Institute's 13F filing for Q3 2017, filed 2 Nov 2017.