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Perimeter Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Perimeter Capital 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
Q3 		– Sell
-69,150
Closed -$2.01M – 154
2014
Q2 		$2.01M Sell
69,150
-15,900
-19% -$420K 1.03% 9
2014
Q1 		$1.97M Sell
85,050
-25,590
-23% -$592K 0.98% 13
2013
Q4 		$2.63M Sell
110,640
-174,660
-61% -$3.75M 1.3% 3
2013
Q3 		$5.25M Buy
285,300
+30,020
+12% +$518K 0.98% 12
2013
Q2 		$4.13M Buy
+255,280
New +$4.24M 0.8% 23

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Perimeter Capital Partners's UHAL Position: Q3 2014 in Review

Perimeter Capital Partners sold out of U-Haul Holding Co (UHAL) in Q3 2014, closing a stake of 69,150 shares — an estimated $2.01M sold.

Perimeter Capital Partners first reported a position in UHAL in Q2 2013 and held it in 5 quarters. The position peaked at $5.25M in Q3 2013. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • Perimeter Capital Partners reported no remaining U-Haul Holding Co position as of Q3 2014 after selling out during the quarter.
  • Perimeter Capital Partners sold 69,150 U-Haul Holding Co shares in Q3 2014, an estimated $2.01M.
  • Perimeter Capital Partners first reported a position in U-Haul Holding Co in Q2 2013 and held it in 5 quarters.
  • Perimeter Capital Partners's U-Haul Holding Co position peaked at $5.25M in Q3 2013.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on Perimeter Capital Partners's 13F filing for Q3 2014, filed 10 Nov 2014.