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Phocas Financial Corp’s U-Haul Holding Co UHAL Stock Holding History

Phocas Financial Corp’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
2016
Q1 		– Sell
-74,310
Closed -$2.89M – 258
2015
Q4 		$2.89M Sell
74,310
-205,510
-73% -$8.31M 0.23% 170
2015
Q3 		$11M Sell
279,820
-177,030
-39% -$6.43M 0.93% 19
2015
Q2 		$14.9M Sell
456,850
-14,600
-3% -$477K 1.21% 2
2015
Q1 		$15.6M Buy
471,450
+62,220
+15% +$1.92M 1.24% 3
2014
Q4 		$11.6M Sell
409,230
-16,330
-4% -$443K 1.01% 11
2014
Q3 		$11.1M Buy
425,560
+92,620
+28% +$2.56M 1% 13
2014
Q2 		$9.68M Buy
332,940
+42,810
+15% +$1.13M 0.84% 22
2014
Q1 		$6.73M Sell
290,130
-22,660
-7% -$524K 0.65% 63
2013
Q4 		$7.44M Sell
312,790
-3,560
-1% -$76.5K 0.69% 44
2013
Q3 		$5.83M Buy
316,350
+1,840
+0.6% +$31.8K 0.56% 67
2013
Q2 		$5.09M Buy
+314,510
New +$5.22M 0.53% 70

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
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 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
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Phocas Financial Corp's UHAL Position: Q1 2016 in Review

Phocas Financial Corp sold out of U-Haul Holding Co (UHAL) in Q1 2016, closing a stake of 74,310 shares — an estimated $2.89M sold.

Phocas Financial Corp first reported a position in UHAL in Q2 2013 and held it in 11 quarters. The position peaked at $15.6M in Q1 2015. 240 funds tracked by Wall St. Rank hold UHAL as of Q1 2016.

  • Phocas Financial Corp reported no remaining U-Haul Holding Co position as of Q1 2016 after selling out during the quarter.
  • Phocas Financial Corp sold 74,310 U-Haul Holding Co shares in Q1 2016, an estimated $2.89M.
  • Phocas Financial Corp first reported a position in U-Haul Holding Co in Q2 2013 and held it in 11 quarters.
  • Phocas Financial Corp's U-Haul Holding Co position peaked at $15.6M in Q1 2015.
  • 240 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2016.

Based on Phocas Financial Corp's 13F filing for Q1 2016, filed 17 May 2016.