Secor Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Secor Capital Advisors’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 Q1	–	Sell	-146,720	Closed	-$5.54M	–	650
2017 Q4	$5.54M	Buy	+146,720	New	+$5.49M	0.22%	56
2016 Q3	–	Sell	-27,780	Closed	-$1.04M	–	669
2016 Q2	$1.04M	Buy	27,780 +1,330	+5%	+$48.1K	0.13%	235
2016 Q1	$945K	Buy	+26,450	New	+$920K	0.13%	172

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Secor Capital Advisors's UHAL Position: Q1 2018 in Review

Secor Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 146,720 shares — an estimated $5.54M sold.

Secor Capital Advisors first reported a position in UHAL in Q1 2016 and held it in 3 quarters. The position peaked at $5.54M in Q4 2017. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

Secor Capital Advisors reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
Secor Capital Advisors sold 146,720 U-Haul Holding Co shares in Q1 2018, an estimated $5.54M.
Secor Capital Advisors first reported a position in U-Haul Holding Co in Q1 2016 and held it in 3 quarters.
Secor Capital Advisors's U-Haul Holding Co position peaked at $5.54M in Q4 2017.
252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Secor Capital Advisors's 13F filing for Q1 2018, filed 15 May 2018.