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Raptor Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Raptor Capital 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
2015
Q1 		– Sell
-50,000
Closed -$1.42M – 8
2014
Q4 		$1.42M Hold
50,000
– – 1.94% 14
2014
Q3 		$1.31M Hold
50,000
– – 1.03% 19
2014
Q2 		$1.45M Hold
50,000
– – 0.76% 28
2014
Q1 		$1.16M Buy
+50,000
New +$1.16M 0.62% 36

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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raptor Capital Management's UHAL Position: Q1 2015 in Review

Raptor Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 50,000 shares — an estimated $1.42M sold.

Raptor Capital Management first reported a position in UHAL in Q1 2014 and held it in 4 quarters. The position peaked at $1.45M in Q2 2014. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

  • Raptor Capital Management reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
  • Raptor Capital Management sold 50,000 U-Haul Holding Co shares in Q1 2015, an estimated $1.42M.
  • Raptor Capital Management first reported a position in U-Haul Holding Co in Q1 2014 and held it in 4 quarters.
  • Raptor Capital Management's U-Haul Holding Co position peaked at $1.45M in Q2 2014.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on Raptor Capital Management's 13F filing for Q1 2015.