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Stoneridge Investment Partners’s U-Haul Holding Co UHAL Stock Holding History

Stoneridge Investment Partners’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
2017
Q3 		– Sell
-9,970
Closed -$365K – 291
2017
Q2 		$365K Sell
9,970
-10,930
-52% -$396K 0.05% 183
2017
Q1 		$797K Buy
20,900
+4,850
+30% +$182K 0.11% 195
2016
Q4 		$593K Buy
+16,050
New +$550K 0.08% 212

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stoneridge Investment Partners's UHAL Position: Q3 2017 in Review

Stoneridge Investment Partners sold out of U-Haul Holding Co (UHAL) in Q3 2017, closing a stake of 9,970 shares — an estimated $365K sold.

Stoneridge Investment Partners first reported a position in UHAL in Q4 2016 and held it in 3 quarters. The position peaked at $797K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q3 2017.

  • Stoneridge Investment Partners reported no remaining U-Haul Holding Co position as of Q3 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 9,970 U-Haul Holding Co shares in Q3 2017, an estimated $365K.
  • Stoneridge Investment Partners first reported a position in U-Haul Holding Co in Q4 2016 and held it in 3 quarters.
  • Stoneridge Investment Partners's U-Haul Holding Co position peaked at $797K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2017.

Based on Stoneridge Investment Partners's 13F filing for Q3 2017, filed 2 Nov 2017.