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Numeric Investors’s U-Haul Holding Co UHAL Stock Holding History

Numeric Investors’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
Q4 		– Sell
-10,100
Closed -$379K – 1186
2017
Q3 		$379K Buy
+10,100
New +$377K ﹤0.01% 933
2016
Q2 		– Sell
-241,700
Closed -$8.64M – 1170
2016
Q1 		$8.64M Buy
241,700
+83,000
+52% +$2.89M 0.09% 220
2015
Q4 		$6.18M Buy
+158,700
New +$6.41M 0.07% 259
2014
Q2 		– Sell
-31,400
Closed -$729K – 906
2014
Q1 		$729K Sell
31,400
-39,200
-56% -$907K 0.01% 498
2013
Q4 		$1.68M Buy
70,600
+50,700
+255% +$1.09M 0.03% 387
2013
Q3 		$366K Sell
19,900
-660,590
-97% -$11.4M 0.01% 634
2013
Q2 		$11M Buy
+680,490
New +$11.3M 0.22% 106

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Numeric Investors's UHAL Position: Q4 2017 in Review

Numeric Investors sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 10,100 shares — an estimated $379K sold.

Numeric Investors first reported a position in UHAL in Q2 2013 and held it in 7 quarters. The position peaked at $11M in Q2 2013. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Numeric Investors reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Numeric Investors sold 10,100 U-Haul Holding Co shares in Q4 2017, an estimated $379K.
  • Numeric Investors first reported a position in U-Haul Holding Co in Q2 2013 and held it in 7 quarters.
  • Numeric Investors's U-Haul Holding Co position peaked at $11M in Q2 2013.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.