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Moors & Cabot’s U-Haul Holding Co UHAL Stock Holding History

Moors & Cabot’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
-23,700
Closed -$855K – 552
2016
Q1 		$855K Buy
23,700
+340
+1% +$11.8K 0.15% 167
2015
Q4 		$915K Buy
23,360
+860
+4% +$34.8K 0.17% 159
2015
Q3 		$893K Buy
+22,500
New +$818K 0.17% 159

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
NC
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
CWAM
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Moors & Cabot's UHAL Position: Q2 2016 in Review

Moors & Cabot sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 23,700 shares — an estimated $855K sold.

Moors & Cabot first reported a position in UHAL in Q3 2015 and held it in 3 quarters. The position peaked at $915K in Q4 2015. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • Moors & Cabot reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • Moors & Cabot sold 23,700 U-Haul Holding Co shares in Q2 2016, an estimated $855K.
  • Moors & Cabot first reported a position in U-Haul Holding Co in Q3 2015 and held it in 3 quarters.
  • Moors & Cabot's U-Haul Holding Co position peaked at $915K in Q4 2015.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on Moors & Cabot's 13F filing for Q2 2016, filed 8 Aug 2016.