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Perennial Investment Partners’s U-Haul Holding Co UHAL Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-103,870
Closed -$2.72M – 57
2014
Q3 		$2.72M Buy
103,870
+35,880
+53% +$992K 1.53% 22
2014
Q2 		$1.98M Buy
67,990
+12,000
+21% +$317K 0.9% 50
2014
Q1 		$1.3M Hold
55,990
– – 0.37% 61
2013
Q4 		$1.33M Buy
+55,990
New +$1.2M 0.38% 58

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Perennial Investment Partners's UHAL Position: Q4 2014 in Review

Perennial Investment Partners sold out of U-Haul Holding Co (UHAL) in Q4 2014, closing a stake of 103,870 shares — an estimated $2.72M sold.

Perennial Investment Partners first reported a position in UHAL in Q4 2013 and held it in 4 quarters. The position peaked at $2.72M in Q3 2014. 170 funds tracked by Wall St. Rank hold UHAL as of Q4 2014.

  • Perennial Investment Partners reported no remaining U-Haul Holding Co position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 103,870 U-Haul Holding Co shares in Q4 2014, an estimated $2.72M.
  • Perennial Investment Partners first reported a position in U-Haul Holding Co in Q4 2013 and held it in 4 quarters.
  • Perennial Investment Partners's U-Haul Holding Co position peaked at $2.72M in Q3 2014.
  • 170 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.