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

McKinley 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
2017 Q1	–	Sell	-328,770	Closed	-$12.2M	–	549
2016 Q4	$12.2M	Buy	328,770 +126,140	+62%	+$4.33M	0.48%	66
2016 Q3	$6.57M	Buy	202,630 +86,420	+74%	+$3.09M	0.24%	109
2016 Q2	$4.35M	Buy	116,210 +250	+0.2%	+$9.03K	0.21%	132
2016 Q1	$4.14M	Buy	115,960 +2,290	+2%	+$79.7K	0.2%	133
2015 Q4	$4.43M	Sell	113,670 -57,130	-33%	-$2.31M	0.21%	131
2015 Q3	$6.72M	Sell	170,800 -610	-0.4%	-$22.2K	0.33%	86
2015 Q2	$5.6M	Sell	171,410 -6,000	-3%	-$196K	0.24%	124
2015 Q1	$5.86M	Sell	177,410 -18,490	-9%	-$572K	0.24%	116
2014 Q4	$5.57M	Buy	+195,900	New	+$5.31M	0.22%	121

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

McKinley Capital Management's UHAL Position: Q1 2017 in Review

McKinley Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2017, closing a stake of 328,770 shares — an estimated $12.2M sold.

McKinley Capital Management first reported a position in UHAL in Q4 2014 and held it in 9 quarters. The position peaked at $12.2M in Q4 2016. 236 funds tracked by Wall St. Rank hold UHAL as of Q1 2017.

McKinley Capital Management reported no remaining U-Haul Holding Co position as of Q1 2017 after selling out during the quarter.
McKinley Capital Management sold 328,770 U-Haul Holding Co shares in Q1 2017, an estimated $12.2M.
McKinley Capital Management first reported a position in U-Haul Holding Co in Q4 2014 and held it in 9 quarters.
McKinley Capital Management's U-Haul Holding Co position peaked at $12.2M in Q4 2016.
236 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2017.

Based on McKinley Capital Management's 13F filing for Q1 2017, filed 10 May 2017.