A.R.T. Advisors’s U-Haul Holding Co UHAL Stock Holding History

A.R.T. 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
2019 Q1	–	Sell	-26,020	Closed	-$854K	–	1634
2018 Q4	$854K	Buy	+26,020	New	+$879K	0.05%	495
2018 Q2	–	Sell	-10,020	Closed	-$345K	–	1759
2018 Q1	$345K	Sell	10,020 -31,000	-76%	-$1.1M	0.01%	1089
2017 Q4	$1.55M	Buy	+41,020	New	+$1.53M	0.07%	459
2016 Q2	–	Sell	-17,280	Closed	-$617K	–	1651
2016 Q1	$617K	Buy	+17,280	New	+$601K	0.03%	772
2015 Q1	–	Sell	-25,270	Closed	-$718K	–	1704
2014 Q4	$718K	Buy	25,270 +7,220	+40%	+$196K	0.03%	784
2014 Q3	$472K	Buy	+18,050	New	+$499K	0.02%	772
2013 Q4	–	Sell	-30,220	Closed	-$556K	–	1522
2013 Q3	$556K	Buy	+30,220	New	+$522K	0.03%	726

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

A.R.T. Advisors's UHAL Position: Q1 2019 in Review

A.R.T. Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2019, closing a stake of 26,020 shares — an estimated $854K sold.

A.R.T. Advisors first reported a position in UHAL in Q3 2013 and held it in 7 quarters. The position peaked at $1.55M in Q4 2017. 241 funds tracked by Wall St. Rank hold UHAL as of Q1 2019.

A.R.T. Advisors reported no remaining U-Haul Holding Co position as of Q1 2019 after selling out during the quarter.
A.R.T. Advisors sold 26,020 U-Haul Holding Co shares in Q1 2019, an estimated $854K.
A.R.T. Advisors first reported a position in U-Haul Holding Co in Q3 2013 and held it in 7 quarters.
A.R.T. Advisors's U-Haul Holding Co position peaked at $1.55M in Q4 2017.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2019.

Based on A.R.T. Advisors's 13F filing for Q1 2019, filed 15 May 2019.