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

Leuthold 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
2015
Q4 		– Sell
-50,180
Closed -$1.97M – 210
2015
Q3 		$1.97M Sell
50,180
-8,410
-14% -$306K 0.21% 126
2015
Q2 		$1.92M Buy
58,590
+710
+1% +$23.2K 0.18% 153
2015
Q1 		$1.91M Sell
57,880
-2,130
-4% -$65.9K 0.18% 145
2014
Q4 		$1.71M Sell
60,010
-6,050
-9% -$164K 0.17% 157
2014
Q3 		$1.73M Buy
+66,060
New +$1.83M 0.16% 163
2014
Q1 		– Sell
-77,730
Closed -$1.85M – 216
2013
Q4 		$1.85M Sell
77,730
-2,770
-3% -$59.5K 0.17% 149
2013
Q3 		$1.48M Buy
80,500
+910
+1% +$15.7K 0.14% 180
2013
Q2 		$1.29M Buy
+79,590
New +$1.32M 0.12% 197

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
Nicholas Company
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
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Leuthold Group's UHAL Position: Q4 2015 in Review

Leuthold Group sold out of U-Haul Holding Co (UHAL) in Q4 2015, closing a stake of 50,180 shares — an estimated $1.97M sold.

Leuthold Group first reported a position in UHAL in Q2 2013 and held it in 8 quarters. The position peaked at $1.97M in Q3 2015. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

  • Leuthold Group reported no remaining U-Haul Holding Co position as of Q4 2015 after selling out during the quarter.
  • Leuthold Group sold 50,180 U-Haul Holding Co shares in Q4 2015, an estimated $1.97M.
  • Leuthold Group first reported a position in U-Haul Holding Co in Q2 2013 and held it in 8 quarters.
  • Leuthold Group's U-Haul Holding Co position peaked at $1.97M in Q3 2015.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

Based on Leuthold Group's 13F filing for Q4 2015, filed 12 Feb 2016.