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Menta Capital’s U-Haul Holding Co UHAL Stock Holding History

Menta Capital’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
2018
Q4 		– Sell
-10,320
Closed -$368K – 674
2018
Q3 		$368K Buy
+10,320
New +$381K 0.13% 316
2018
Q1 		– Sell
-42,800
Closed -$1.62M – 755
2017
Q4 		$1.62M Buy
42,800
+30,000
+234% +$1.12M 0.31% 62
2017
Q3 		$480K Buy
+12,800
New +$478K 0.07% 486
2013
Q3 		– Sell
-12,640
Closed -$205K – 450
2013
Q2 		$205K Buy
+12,640
New +$210K 0.13% 320

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 $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Menta Capital's UHAL Position: Q4 2018 in Review

Menta Capital sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 10,320 shares — an estimated $368K sold.

Menta Capital first reported a position in UHAL in Q2 2013 and held it in 4 quarters. The position peaked at $1.62M in Q4 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

  • Menta Capital reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
  • Menta Capital sold 10,320 U-Haul Holding Co shares in Q4 2018, an estimated $368K.
  • Menta Capital first reported a position in U-Haul Holding Co in Q2 2013 and held it in 4 quarters.
  • Menta Capital's U-Haul Holding Co position peaked at $1.62M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Menta Capital's 13F filing for Q4 2018, filed 14 Feb 2019.