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Liberty Mutual Group Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Liberty Mutual Group 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
2016
Q2 		– Sell
-7,000
Closed -$250K – 1034
2016
Q1 		$250K Buy
+7,000
New +$244K 0.01% 972

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
Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Liberty Mutual Group Asset Management's UHAL Position: Q2 2016 in Review

Liberty Mutual Group Asset Management sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 7,000 shares — an estimated $250K sold.

Liberty Mutual Group Asset Management first reported a position in UHAL in Q1 2016 and held it in 1 quarter. The position peaked at $250K in Q1 2016. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • Liberty Mutual Group Asset Management reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 7,000 U-Haul Holding Co shares in Q2 2016, an estimated $250K.
  • Liberty Mutual Group Asset Management first reported a position in U-Haul Holding Co in Q1 2016 and held it in 1 quarter.
  • Liberty Mutual Group Asset Management's U-Haul Holding Co position peaked at $250K in Q1 2016.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on Liberty Mutual Group Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.