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Jefferies Group’s U-Haul Holding Co UHAL Stock Holding History

Jefferies Group’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
2019
Q3 		– Sell
-47,030
Closed -$1.78M – 3074
2019
Q2 		$1.78M Buy
47,030
+33,410
+245% +$1.27M 0.01% 982
2019
Q1 		$506K Buy
13,620
+7,230
+113% +$263K ﹤0.01% 1581
2018
Q4 		$210K Sell
6,390
-570
-8% -$19.3K ﹤0.01% 1808
2018
Q3 		$248K Buy
+6,960
New +$257K ﹤0.01% 1975
2018
Q1 		– Sell
-10,670
Closed -$403K – 2732
2017
Q4 		$403K Sell
10,670
-6,590
-38% -$246K ﹤0.01% 1848
2017
Q3 		$647K Buy
17,260
+10,030
+139% +$375K ﹤0.01% 1507
2017
Q2 		$265K Buy
+7,230
New +$262K ﹤0.01% 1929
2016
Q4 		– Sell
-38,220
Closed -$1.24M – 2499
2016
Q3 		$1.24M Buy
38,220
+20,410
+115% +$729K 0.01% 1176
2016
Q2 		$667K Sell
17,810
-10
-0.1% -$361 ﹤0.01% 1305
2016
Q1 		$636K Buy
17,820
+1,510
+9% +$52.5K ﹤0.01% 1336
2015
Q4 		$635K Sell
16,310
-14,690
-47% -$594K ﹤0.01% 1394
2015
Q3 		$1.22M Buy
+31,000
New +$1.13M 0.01% 1123
2015
Q2 		– Sell
-36,500
Closed -$1.21M – 3509
2015
Q1 		$1.21M Buy
+36,500
New +$1.13M 0.01% 965
2014
Q2 		– Sell
-850
Closed -$19K – 2398
2014
Q1 		$19K Buy
+850
New +$19.7K ﹤0.01% 1939

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Jefferies Group's UHAL Position: Q3 2019 in Review

Jefferies Group sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 47,030 shares — an estimated $1.78M sold.

Jefferies Group first reported a position in UHAL in Q1 2014 and held it in 14 quarters. The position peaked at $1.78M in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • Jefferies Group reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • Jefferies Group sold 47,030 U-Haul Holding Co shares in Q3 2019, an estimated $1.78M.
  • Jefferies Group first reported a position in U-Haul Holding Co in Q1 2014 and held it in 14 quarters.
  • Jefferies Group's U-Haul Holding Co position peaked at $1.78M in Q2 2019.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.