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Perkins Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Perkins Investment 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
2017
Q1 		$7.08M Buy
185,780
+37,050
+25% +$1.39M 0.09% 163
2016
Q4 		$5.5M Buy
+148,730
New +$5.1M 0.07% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Perkins Investment Management's UHAL Position: Q1 2017 in Review

Perkins Investment Management increased its U-Haul Holding Co (UHAL) stake by 25% in Q1 2017, buying an estimated $1.39M and bringing the position to 185,780 shares worth $7.08M. The position accounts for 0.09% of the portfolio, ranked #163.

Perkins Investment Management first reported a position in UHAL in Q4 2016 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold UHAL as of Q1 2017.

  • Perkins Investment Management held 185,780 shares of U-Haul Holding Co worth $7.08M as of Q1 2017.
  • Perkins Investment Management bought 37,050 U-Haul Holding Co shares in Q1 2017, an estimated $1.39M.
  • U-Haul Holding Co made up 0.09% of Perkins Investment Management's portfolio in Q1 2017, its #163 holding.
  • Perkins Investment Management first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.