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

Stevens 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
2019 Q2	–	Sell	-28,650	Closed	-$1.06M	–	863
2019 Q1	$1.06M	Buy	+28,650	New	+$1.04M	0.05%	395
2016 Q2	–	Sell	-31,970	Closed	-$1.14M	–	1136
2016 Q1	$1.14M	Sell	31,970 -3,250	-9%	-$113K	0.05%	396
2015 Q4	$1.37M	Buy	35,220 +20,230	+135%	+$818K	0.05%	358
2015 Q3	$590K	Buy	+14,990	New	+$545K	0.03%	491
2015 Q2	–	Sell	-22,520	Closed	-$744K	–	1257
2015 Q1	$744K	Sell	22,520 -9,040	-29%	-$280K	0.03%	479
2014 Q4	$897K	Sell	31,560 -3,020	-9%	-$81.9K	0.03%	444
2014 Q3	$906K	Buy	34,580 +16,170	+88%	+$447K	0.03%	479
2014 Q2	$535K	Sell	18,410 -19,970	-52%	-$528K	0.01%	646
2014 Q1	$891K	Buy	38,380 +9,900	+35%	+$229K	0.02%	514
2013 Q4	$677K	Sell	28,480 -7,890	-22%	-$170K	0.02%	561
2013 Q3	$670K	Buy	36,370 +20,440	+128%	+$353K	0.02%	573
2013 Q2	$258K	Buy	+15,930	New	+$265K	0.01%	747

Other funds holding UHAL

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Stevens Capital Management's UHAL Position: Q2 2019 in Review

Stevens Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 28,650 shares — an estimated $1.06M sold.

Stevens Capital Management first reported a position in UHAL in Q2 2013 and held it in 12 quarters. The position peaked at $1.37M in Q4 2015. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

Stevens Capital Management reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
Stevens Capital Management sold 28,650 U-Haul Holding Co shares in Q2 2019, an estimated $1.06M.
Stevens Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 12 quarters.
Stevens Capital Management's U-Haul Holding Co position peaked at $1.37M in Q4 2015.
232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Stevens Capital Management's 13F filing for Q2 2019, filed 31 Jul 2019.