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NumerixS Investment Technologies’s U-Haul Holding Co UHAL Stock Holding History

NumerixS Investment Technologies’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
Q3 		– Sell
-1,000
Closed -$36K – 1379
2018
Q2 		$36K Sell
1,000
-2,000
-67% -$69.5K 0.01% 962
2018
Q1 		$103K Sell
3,000
-3,000
-50% -$107K 0.03% 646
2017
Q4 		$227K Buy
6,000
+5,000
+500% +$187K 0.05% 425
2017
Q3 		$37K Buy
+1,000
New +$37.4K 0.01% 979

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ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

NumerixS Investment Technologies's UHAL Position: Q3 2018 in Review

NumerixS Investment Technologies sold out of U-Haul Holding Co (UHAL) in Q3 2018, closing a stake of 1,000 shares — an estimated $36K sold.

NumerixS Investment Technologies first reported a position in UHAL in Q3 2017 and held it in 4 quarters. The position peaked at $227K in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q3 2018.

  • NumerixS Investment Technologies reported no remaining U-Haul Holding Co position as of Q3 2018 after selling out during the quarter.
  • NumerixS Investment Technologies sold 1,000 U-Haul Holding Co shares in Q3 2018, an estimated $36K.
  • NumerixS Investment Technologies first reported a position in U-Haul Holding Co in Q3 2017 and held it in 4 quarters.
  • NumerixS Investment Technologies's U-Haul Holding Co position peaked at $227K in Q4 2017.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2018.

Based on NumerixS Investment Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.