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

Zebra 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
2017
Q4 		– Sell
-19,230
Closed -$721K – 336
2017
Q3 		$721K Sell
19,230
-26,690
-58% -$997K 0.23% 187
2017
Q2 		$1.68M Sell
45,920
-2,650
-5% -$96.1K 0.52% 67
2017
Q1 		$1.85M Sell
48,570
-1,760
-3% -$66.1K 0.58% 50
2016
Q4 		$1.86M Sell
50,330
-660
-1% -$22.6K 0.56% 44
2016
Q3 		$1.65M Buy
50,990
+16,110
+46% +$575K 0.52% 56
2016
Q2 		$1.31M Buy
34,880
+10,120
+41% +$366K 0.45% 83
2016
Q1 		$885K Buy
+24,760
New +$862K 0.35% 138
2015
Q4 		– Sell
-24,290
Closed -$956K – 260
2015
Q3 		$956K Buy
24,290
+810
+3% +$29.4K 0.59% 39
2015
Q2 		$768K Sell
23,480
-10,730
-31% -$351K 0.45% 91
2015
Q1 		$1.13M Sell
34,210
-18,280
-35% -$565K 0.58% 53
2014
Q4 		$1.49M Sell
52,490
-380
-0.7% -$10.3K 0.58% 53
2014
Q3 		$1.39M Buy
52,870
+560
+1% +$15.5K 0.55% 49
2014
Q2 		$1.52M Sell
52,310
-91,500
-64% -$2.42M 0.59% 41
2014
Q1 		$3.34M Buy
143,810
+30,080
+26% +$696K 1.39% 4
2013
Q4 		$2.71M Sell
113,730
-3,890
-3% -$83.6K 1.41% 8
2013
Q3 		$2.17M Sell
117,620
-9,600
-8% -$166K 1.7% 3
2013
Q2 		$2.06M Buy
+127,220
New +$2.11M 1.7% 3

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Zebra Capital Management's UHAL Position: Q4 2017 in Review

Zebra Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 19,230 shares — an estimated $721K sold.

Zebra Capital Management first reported a position in UHAL in Q2 2013 and held it in 17 quarters. The position peaked at $3.34M in Q1 2014. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Zebra Capital Management reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Zebra Capital Management sold 19,230 U-Haul Holding Co shares in Q4 2017, an estimated $721K.
  • Zebra Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 17 quarters.
  • Zebra Capital Management's U-Haul Holding Co position peaked at $3.34M in Q1 2014.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Zebra Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.