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QS Batterymarch Financial Management’s U-Haul Holding Co UHAL Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$4.98M Sell
190,300
-85,500
-31% -$2.36M 0.13% 237
2014
Q2 		$8.02M Sell
275,800
-13,000
-5% -$344K 0.2% 146
2014
Q1 		$6.7M Sell
288,800
-5,000
-2% -$116K 0.14% 202
2013
Q4 		$6.99M Sell
293,800
-24,200
-8% -$520K 0.15% 208
2013
Q3 		$5.86M Hold
318,000
– – 0.13% 255
2013
Q2 		$5.15M Buy
+318,000
New +$5.28M 0.1% 313

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $535B AUM 26.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 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 $46.4B AUM 27.74% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

QS Batterymarch Financial Management's UHAL Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its U-Haul Holding Co (UHAL) stake by 31% in Q3 2014, selling an estimated $2.36M and leaving 190,300 shares worth $4.98M. The position accounts for 0.13% of the portfolio, ranked #237.

QS Batterymarch Financial Management first reported a position in UHAL in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.02M in Q2 2014. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • QS Batterymarch Financial Management held 190,300 shares of U-Haul Holding Co worth $4.98M as of Q3 2014.
  • QS Batterymarch Financial Management sold 85,500 U-Haul Holding Co shares in Q3 2014, an estimated $2.36M.
  • U-Haul Holding Co made up 0.13% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #237 holding.
  • QS Batterymarch Financial Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's U-Haul Holding Co position peaked at $8.02M in Q2 2014.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.