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Nicholas Company’s U-Haul Holding Co UHAL Stock Holding History

Nicholas Company’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
Q2 		– Sell
-1,193,010
Closed -$41.2M – 221
2018
Q1 		$41.2M Sell
1,193,010
-30,600
-3% -$1.09M 0.94% 36
2017
Q4 		$46.2M Sell
1,223,610
-500
-0% -$18.7K 1.01% 36
2017
Q3 		$45.9M Hold
1,224,110
– – 1.02% 38
2017
Q2 		$44.8M Sell
1,224,110
-100
-0% -$3.63K 1% 42
2017
Q1 		$46.7M Sell
1,224,210
-687,150
-36% -$25.8M 1.06% 40
2016
Q4 		$70.6M Sell
1,911,360
-1,202,700
-39% -$41.2M 1.58% 22
2016
Q3 		$101M Sell
3,114,060
-78,500
-2% -$2.8M 2.22% 14
2016
Q2 		$120M Buy
3,192,560
+1,100
+0% +$39.8K 2.41% 13
2016
Q1 		$114M Sell
3,191,460
-12,300
-0.4% -$428K 2.32% 13
2015
Q4 		$125M Buy
3,203,760
+64,890
+2% +$2.62M 2.33% 12
2015
Q3 		$124M Buy
3,138,870
+20,000
+0.6% +$727K 2.34% 9
2015
Q2 		$102M Buy
3,118,870
+766,590
+33% +$25.1M 1.78% 17
2015
Q1 		$77.7M Buy
2,352,280
+54,950
+2% +$1.7M 1.47% 26
2014
Q4 		$65.3M Buy
2,297,330
+924,260
+67% +$25.1M 1.34% 27
2014
Q3 		$36M Buy
1,373,070
+1,023,420
+293% +$28.3M 0.85% 34
2014
Q2 		$10.2M Buy
+349,650
New +$9.24M 0.24% 79

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 $580B AUM 38.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nicholas Company's UHAL Position: Q2 2018 in Review

Nicholas Company sold out of U-Haul Holding Co (UHAL) in Q2 2018, closing a stake of 1,193,010 shares — an estimated $41.2M sold.

Nicholas Company first reported a position in UHAL in Q2 2014 and held it in 16 quarters. The position peaked at $125M in Q4 2015. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

  • Nicholas Company reported no remaining U-Haul Holding Co position as of Q2 2018 after selling out during the quarter.
  • Nicholas Company sold 1,193,010 U-Haul Holding Co shares in Q2 2018, an estimated $41.2M.
  • Nicholas Company first reported a position in U-Haul Holding Co in Q2 2014 and held it in 16 quarters.
  • Nicholas Company's U-Haul Holding Co position peaked at $125M in Q4 2015.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on Nicholas Company's 13F filing for Q2 2018, filed 14 Aug 2018.