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IBM Retirement Fund’s U-Haul Holding Co UHAL Stock Holding History

IBM Retirement Fund’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
-6,180
Closed -$231K – 966
2016
Q2 		$231K Sell
6,180
-1,560
-20% -$56.4K 0.01% 931
2016
Q1 		$277K Sell
7,740
-10,100
-57% -$351K 0.01% 868
2015
Q4 		$695K Buy
+17,840
New +$721K 0.01% 880
2015
Q3 		– Sell
-16,950
Closed -$554K – 998
2015
Q2 		$554K Sell
16,950
-380
-2% -$12.4K 0.01% 972
2015
Q1 		$573K Sell
17,330
-90
-0.5% -$2.78K 0.01% 931
2014
Q4 		$495K Buy
17,420
+1,710
+11% +$46.4K 0.01% 959
2014
Q3 		$411K Sell
15,710
-2,060
-12% -$57K 0.01% 977
2014
Q2 		$521K Sell
17,770
-470
-3% -$12.4K 0.01% 975
2014
Q1 		$428K Sell
18,240
-10,030
-35% -$232K 0.01% 974
2013
Q4 		$673K Sell
28,270
-130
-0.5% -$2.79K 0.01% 965
2013
Q3 		$523K Sell
28,400
-5,000
-15% -$86.3K 0.01% 983
2013
Q2 		$541K Buy
+33,400
New +$555K 0.01% 990

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

IBM Retirement Fund's UHAL Position: Q3 2016 in Review

IBM Retirement Fund sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 6,180 shares — an estimated $231K sold.

IBM Retirement Fund first reported a position in UHAL in Q2 2013 and held it in 12 quarters. The position peaked at $695K in Q4 2015. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • IBM Retirement Fund reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 6,180 U-Haul Holding Co shares in Q3 2016, an estimated $231K.
  • IBM Retirement Fund first reported a position in U-Haul Holding Co in Q2 2013 and held it in 12 quarters.
  • IBM Retirement Fund's U-Haul Holding Co position peaked at $695K in Q4 2015.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on IBM Retirement Fund's 13F filing for Q3 2016, filed 26 Oct 2016.