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Tortoise Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Tortoise Investment 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
-270
Closed -$9K – 434
2015
Q2 		$9K Buy
+270
New +$8.82K ﹤0.01% 324

Other funds holding UHAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 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
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tortoise Investment Management's UHAL Position: Q3 2015 in Review

Tortoise Investment Management sold out of U-Haul Holding Co (UHAL) in Q3 2015, closing a stake of 270 shares — an estimated $9K sold.

Tortoise Investment Management first reported a position in UHAL in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 199 funds tracked by Wall St. Rank hold UHAL as of Q3 2015.

  • Tortoise Investment Management reported no remaining U-Haul Holding Co position as of Q3 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 270 U-Haul Holding Co shares in Q3 2015, an estimated $9K.
  • Tortoise Investment Management first reported a position in U-Haul Holding Co in Q2 2015 and held it in 1 quarter.
  • Tortoise Investment Management's U-Haul Holding Co position peaked at $9K in Q2 2015.
  • 199 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2015.

Based on Tortoise Investment Management's 13F filing for Q3 2015, filed 23 Oct 2015.