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

Zacks 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
2016
Q3 		– Sell
-5,400
Closed -$202K – 725
2016
Q2 		$202K Buy
+5,400
New +$195K 0.01% 573
2016
Q1 		– Sell
-5,400
Closed -$210K – 689
2015
Q4 		$210K Buy
5,400
+100
+2% +$4.04K 0.01% 516
2015
Q3 		$209K Buy
+5,300
New +$193K 0.01% 546
2014
Q3 		– Sell
-29,500
Closed -$858K – 751
2014
Q2 		$858K Sell
29,500
-16,100
-35% -$425K 0.03% 291
2014
Q1 		$1.06M Sell
45,600
-1,820
-4% -$42.1K 0.04% 238
2013
Q4 		$1.13M Buy
47,420
+11,770
+33% +$253K 0.04% 226
2013
Q3 		$657K Buy
35,650
+7,930
+29% +$137K 0.03% 282
2013
Q2 		$449K Buy
+27,720
New +$460K 0.02% 334

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Zacks Investment Management's UHAL Position: Q3 2016 in Review

Zacks Investment Management sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 5,400 shares — an estimated $202K sold.

Zacks Investment Management first reported a position in UHAL in Q2 2013 and held it in 8 quarters. The position peaked at $1.13M in Q4 2013. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Zacks Investment Management reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Zacks Investment Management sold 5,400 U-Haul Holding Co shares in Q3 2016, an estimated $202K.
  • Zacks Investment Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 8 quarters.
  • Zacks Investment Management's U-Haul Holding Co position peaked at $1.13M in Q4 2013.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Zacks Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.