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

Leisure 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
2019
Q2 		– Sell
-16,290
Closed -$605K – 123
2019
Q1 		$605K Sell
16,290
-60
-0.4% -$2.18K 0.51% 75
2018
Q4 		$536K Sell
16,350
-720
-4% -$24.3K 0.5% 73
2018
Q3 		$609K Sell
17,070
-1,840
-10% -$67.9K 0.49% 77
2018
Q2 		$673K Buy
18,910
+1,600
+9% +$55.6K 0.57% 50
2018
Q1 		$597K Sell
17,310
-320
-2% -$11.4K 0.52% 54
2017
Q4 		$666K Buy
17,630
+370
+2% +$13.8K 0.55% 55
2017
Q3 		$647K Sell
17,260
-300
-2% -$11.2K 0.57% 55
2017
Q2 		$643K Sell
17,560
-590
-3% -$21.4K 0.57% 53
2017
Q1 		$692K Sell
18,150
-530
-3% -$19.9K 0.61% 49
2016
Q4 		$690K Buy
18,680
+360
+2% +$12.3K 0.62% 49
2016
Q3 		$594K Sell
18,320
-130
-0.7% -$4.64K 0.56% 50
2016
Q2 		$691K Buy
18,450
+30
+0.2% +$1.08K 0.68% 45
2016
Q1 		$658K Sell
18,420
-430
-2% -$15K 0.65% 44
2015
Q4 		$734K Buy
18,850
+460
+3% +$18.6K 0.67% 45
2015
Q3 		$724K Buy
18,390
+540
+3% +$19.6K 0.79% 42
2015
Q2 		$584K Buy
17,850
+1,430
+9% +$46.7K 0.58% 50
2015
Q1 		$543K Buy
16,420
+1,080
+7% +$33.4K 0.53% 51
2014
Q4 		$436K Buy
+15,340
New +$416K 0.42% 53

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Leisure Capital Management's UHAL Position: Q2 2019 in Review

Leisure Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 16,290 shares — an estimated $605K sold.

Leisure Capital Management first reported a position in UHAL in Q4 2014 and held it in 18 quarters. The position peaked at $734K in Q4 2015. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • Leisure Capital Management reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • Leisure Capital Management sold 16,290 U-Haul Holding Co shares in Q2 2019, an estimated $605K.
  • Leisure Capital Management first reported a position in U-Haul Holding Co in Q4 2014 and held it in 18 quarters.
  • Leisure Capital Management's U-Haul Holding Co position peaked at $734K in Q4 2015.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Leisure Capital Management's 13F filing for Q2 2019, filed 10 Jul 2019.