Quantum Capital Management (New Jersey)’s U-Haul Holding Co UHAL Stock Holding History

Quantum Capital Management (New Jersey)’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
2018 Q4	–	Sell	-120,240	Closed	-$4.29M	–	43
2018 Q3	$4.29M	Sell	120,240 -66,380	-36%	-$2.45M	1.18%	23
2018 Q2	$6.65M	Sell	186,620 -20,790	-10%	-$723K	1.95%	17
2018 Q1	$7.16M	Sell	207,410 -3,670	-2%	-$130K	2.05%	16
2017 Q4	$7.98M	Sell	211,080 -4,020	-2%	-$150K	2.38%	16
2017 Q3	$8.06M	Sell	215,100 -2,910	-1%	-$109K	2.49%	15
2017 Q2	$7.98M	Buy	218,010 +31,090	+17%	+$1.13M	2.43%	15
2017 Q1	$7.13M	Buy	+186,920	New	+$7.03M	2.29%	17

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Quantum Capital Management (New Jersey)'s UHAL Position: Q4 2018 in Review

Quantum Capital Management (New Jersey) sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 120,240 shares — an estimated $4.29M sold.

Quantum Capital Management (New Jersey) first reported a position in UHAL in Q1 2017 and held it in 7 quarters. The position peaked at $8.06M in Q3 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

Quantum Capital Management (New Jersey) reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
Quantum Capital Management (New Jersey) sold 120,240 U-Haul Holding Co shares in Q4 2018, an estimated $4.29M.
Quantum Capital Management (New Jersey) first reported a position in U-Haul Holding Co in Q1 2017 and held it in 7 quarters.
Quantum Capital Management (New Jersey)'s U-Haul Holding Co position peaked at $8.06M in Q3 2017.
230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q4 2018, filed 13 Feb 2019.