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

Sandler 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 Q3	–	Sell	-72,000	Closed	-$2.35M	–	195
2015 Q2	$2.35M	Sell	72,000 -184,970	-72%	-$6.04M	0.21%	133
2015 Q1	$8.49M	Sell	256,970 -19,400	-7%	-$600K	0.52%	69
2014 Q4	$7.86M	Sell	276,370 -68,500	-20%	-$1.86M	0.41%	84
2014 Q3	$9.03M	Sell	344,870 -6,130	-2%	-$169K	0.43%	97
2014 Q2	$10.2M	Sell	351,000 -30,000	-8%	-$793K	0.43%	91
2014 Q1	$8.84M	Buy	381,000 +281,000	+281%	+$6.5M	0.31%	121
2013 Q4	$2.38M	Buy	100,000 +45,000	+82%	+$967K	0.08%	154
2013 Q3	$1.01M	Buy	+55,000	New	+$950K	0.03%	162

Other funds holding UHAL

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

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

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

Sandler Capital Management's UHAL Position: Q3 2015 in Review

Sandler Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2015, closing a stake of 72,000 shares — an estimated $2.35M sold.

Sandler Capital Management first reported a position in UHAL in Q3 2013 and held it in 8 quarters. The position peaked at $10.2M in Q2 2014. 199 funds tracked by Wall St. Rank hold UHAL as of Q3 2015.

Sandler Capital Management reported no remaining U-Haul Holding Co position as of Q3 2015 after selling out during the quarter.
Sandler Capital Management sold 72,000 U-Haul Holding Co shares in Q3 2015, an estimated $2.35M.
Sandler Capital Management first reported a position in U-Haul Holding Co in Q3 2013 and held it in 8 quarters.
Sandler Capital Management's U-Haul Holding Co position peaked at $10.2M in Q2 2014.
199 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2015.

Based on Sandler Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.