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Parametrica Management’s U-Haul Holding Co UHAL Stock Holding History

Parametrica Management’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
2019
Q2 		– Sell
-11,670
Closed -$434K – 119
2019
Q1 		$434K Buy
11,670
+4,290
+58% +$156K 0.92% 14
2018
Q4 		$242K Buy
7,380
+1,560
+27% +$52.7K 0.3% 177
2018
Q3 		$208K Buy
+5,820
New +$215K 0.46% 140
2018
Q2 		– Sell
-9,710
Closed -$335K – 180
2018
Q1 		$335K Buy
+9,710
New +$345K 0.41% 92
2017
Q4 		– Sell
-12,270
Closed -$460K – 481
2017
Q3 		$460K Sell
12,270
-11,830
-49% -$442K 0.19% 88
2017
Q2 		$882K Buy
24,100
+14,850
+161% +$539K 0.83% 4
2017
Q1 		$353K Buy
+9,250
New +$348K 0.37% 103

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Parametrica Management's UHAL Position: Q2 2019 in Review

Parametrica Management sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 11,670 shares — an estimated $434K sold.

Parametrica Management first reported a position in UHAL in Q1 2017 and held it in 7 quarters. The position peaked at $882K in Q2 2017. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • Parametrica Management reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • Parametrica Management sold 11,670 U-Haul Holding Co shares in Q2 2019, an estimated $434K.
  • Parametrica Management first reported a position in U-Haul Holding Co in Q1 2017 and held it in 7 quarters.
  • Parametrica Management's U-Haul Holding Co position peaked at $882K in Q2 2017.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Parametrica Management's 13F filing for Q2 2019, filed 13 Aug 2019.