Pacer Advisors
UHAL icon

Pacer Advisors’s U-Haul Holding Co UHAL Stock Holding History

Pacer Advisors’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
-15,710
Closed -$589K – 1304
2017
Q3 		$589K Sell
15,710
-180
-1% -$6.72K 0.05% 581
2017
Q2 		$582K Buy
15,890
+1,700
+12% +$61.7K 0.06% 510
2017
Q1 		$541K Buy
14,190
+2,210
+18% +$83.1K 0.07% 446
2016
Q4 		$443K Buy
11,980
+550
+5% +$18.9K 0.06% 465
2016
Q3 		$371K Buy
11,430
+4,100
+56% +$146K 0.06% 493
2016
Q2 		$274K Buy
7,330
+6,140
+516% +$222K 0.04% 621
2016
Q1 		$43K Buy
1,190
+80
+7% +$2.78K 0.01% 787
2015
Q4 		$43K Buy
+1,110
New +$44.9K 0.01% 771

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

Pacer Advisors's UHAL Position: Q4 2017 in Review

Pacer Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 15,710 shares — an estimated $589K sold.

Pacer Advisors first reported a position in UHAL in Q4 2015 and held it in 8 quarters. The position peaked at $589K in Q3 2017. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Pacer Advisors reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Pacer Advisors sold 15,710 U-Haul Holding Co shares in Q4 2017, an estimated $589K.
  • Pacer Advisors first reported a position in U-Haul Holding Co in Q4 2015 and held it in 8 quarters.
  • Pacer Advisors's U-Haul Holding Co position peaked at $589K in Q3 2017.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

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