ICM
UHAL icon

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

IMS 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
2018
Q4 		– Sell
-1,720
Closed -$61K – 339
2018
Q3 		$61K Buy
+1,720
New +$63.5K 0.04% 184
2017
Q1 		– Sell
-5,500
Closed -$203K – 143
2016
Q4 		$203K Buy
+5,500
New +$189K 0.22% 122

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IMS Capital Management's UHAL Position: Q4 2018 in Review

IMS Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 1,720 shares — an estimated $61K sold.

IMS Capital Management first reported a position in UHAL in Q4 2016 and held it in 2 quarters. The position peaked at $203K in Q4 2016. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

  • IMS Capital Management reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 1,720 U-Haul Holding Co shares in Q4 2018, an estimated $61K.
  • IMS Capital Management first reported a position in U-Haul Holding Co in Q4 2016 and held it in 2 quarters.
  • IMS Capital Management's U-Haul Holding Co position peaked at $203K in Q4 2016.
  • 230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.