Jupiter Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Jupiter Asset 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
2017 Q4	–	Sell	-113,650	Closed	-$4.26M	–	230
2017 Q3	$4.26M	Sell	113,650 -16,420	-13%	-$613K	0.15%	154
2017 Q2	$4.76M	Sell	130,070 -6,390	-5%	-$232K	0.17%	137
2017 Q1	$5.2M	Buy	136,460 +620	+0.5%	+$23.3K	0.19%	142
2016 Q4	$5.02M	Sell	135,840 -420	-0.3%	-$14.4K	0.19%	137
2016 Q3	$4.42M	Buy	+136,260	New	+$4.87M	0.17%	152

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 New York $36.1B AUM 11.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jupiter Asset Management's UHAL Position: Q4 2017 in Review

Jupiter Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 113,650 shares — an estimated $4.26M sold.

Jupiter Asset Management first reported a position in UHAL in Q3 2016 and held it in 5 quarters. The position peaked at $5.2M in Q1 2017. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

Jupiter Asset Management reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
Jupiter Asset Management sold 113,650 U-Haul Holding Co shares in Q4 2017, an estimated $4.26M.
Jupiter Asset Management first reported a position in U-Haul Holding Co in Q3 2016 and held it in 5 quarters.
Jupiter Asset Management's U-Haul Holding Co position peaked at $5.2M in Q1 2017.
255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Jupiter Asset Management's 13F filing for Q4 2017, filed 12 Feb 2018.