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

Waratah 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	-6,250	Closed	-$236K	–	153
2017 Q4	$236K	Sell	6,250 -15,270	-71%	-$571K	0.03%	105
2017 Q3	$807K	Sell	21,520 -28,290	-57%	-$1.06M	0.1%	97
2017 Q2	$1.82M	Buy	49,810 +33,810	+211%	+$1.23M	0.26%	69
2017 Q1	$610K	Buy	+16,000	New	+$601K	0.08%	134
2016 Q3	–	Sell	-33,700	Closed	-$1.26M	–	131
2016 Q2	$1.26M	Sell	33,700 -5,800	-15%	-$210K	0.26%	73
2016 Q1	$1.41M	Sell	39,500 -99,130	-72%	-$3.45M	0.29%	66
2015 Q4	$5.4M	Buy	138,630 +62,130	+81%	+$2.51M	1%	29
2015 Q3	$3.01M	Buy	76,500 +19,700	+35%	+$716K	0.64%	43
2015 Q2	$1.86M	Buy	+56,800	New	+$1.86M	0.42%	63

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

ACM

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

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

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Waratah Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 6,250 shares — an estimated $236K sold.

Waratah Capital Advisors first reported a position in UHAL in Q2 2015 and held it in 9 quarters. The position peaked at $5.4M in Q4 2015. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

Waratah Capital Advisors reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
Waratah Capital Advisors sold 6,250 U-Haul Holding Co shares in Q1 2018, an estimated $236K.
Waratah Capital Advisors first reported a position in U-Haul Holding Co in Q2 2015 and held it in 9 quarters.
Waratah Capital Advisors's U-Haul Holding Co position peaked at $5.4M in Q4 2015.
252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Waratah Capital Advisors's 13F filing for Q1 2018, filed 8 May 2018.