Alpine Woods Capital Investors’s U-Haul Holding Co UHAL Stock Holding History

Alpine Woods Capital Investors’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	-107,000	Closed	-$3.51M	–	289
2018 Q4	$3.51M	Sell	107,000 -1,000	-0.9%	-$33.8K	0.84%	22
2018 Q3	$3.85M	Hold	108,000	–	–	0.79%	29
2018 Q2	$3.85M	Sell	108,000 -1,000	-0.9%	-$34.8K	0.84%	24
2018 Q1	$3.76M	Hold	109,000	–	–	0.2%	131
2017 Q4	$4.12M	Hold	109,000	–	–	0.21%	134
2017 Q3	$4.09M	Sell	109,000 -46,500	-30%	-$1.74M	0.21%	134
2017 Q2	$5.69M	Sell	155,500 -8,500	-5%	-$308K	0.3%	107
2017 Q1	$6.25M	Hold	164,000	–	–	0.33%	101
2016 Q4	$6.06M	Buy	164,000 +4,000	+3%	+$137K	0.33%	102
2016 Q3	$5.19M	Sell	160,000 -5,000	-3%	-$179K	0.29%	107
2016 Q2	$6.18M	Sell	165,000 -1,000	-0.6%	-$36.1K	0.37%	92
2016 Q1	$5.93M	Sell	166,000 -100	-0.1%	-$3.48K	0.34%	99
2015 Q4	$6.47M	Sell	166,100 -1,100	-0.7%	-$44.5K	0.35%	97
2015 Q3	$6.58M	Sell	167,200 -5,000	-3%	-$182K	0.36%	97
2015 Q2	$5.63M	Buy	172,200 +1,000	+0.6%	+$32.7K	0.29%	110
2015 Q1	$5.66M	Buy	171,200 +9,000	+6%	+$278K	0.29%	102
2014 Q4	$4.61M	Hold	162,200	–	–	0.24%	116
2014 Q3	$4.25M	Sell	162,200 -10,000	-6%	-$276K	0.23%	116
2014 Q2	$5.01K	Sell	172,200 -300	-0.2%	-$7.93K	0.13%	99
2014 Q1	$4M	Sell	172,500 -500	-0.3%	-$11.6K	0.22%	109
2013 Q4	$4.11M	Buy	173,000 +39,500	+30%	+$849K	0.23%	106
2013 Q3	$2.46M	Buy	133,500 +9,000	+7%	+$155K	0.15%	126
2013 Q2	$2.02M	Buy	+124,500	New	+$2.07M	0.13%	126

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

Alpine Woods Capital Investors's UHAL Position: Q1 2019 in Review

Alpine Woods Capital Investors sold out of U-Haul Holding Co (UHAL) in Q1 2019, closing a stake of 107,000 shares — an estimated $3.51M sold.

Alpine Woods Capital Investors first reported a position in UHAL in Q2 2013 and held it in 23 quarters. The position peaked at $6.58M in Q3 2015. 241 funds tracked by Wall St. Rank hold UHAL as of Q1 2019.

Alpine Woods Capital Investors reported no remaining U-Haul Holding Co position as of Q1 2019 after selling out during the quarter.
Alpine Woods Capital Investors sold 107,000 U-Haul Holding Co shares in Q1 2019, an estimated $3.51M.
Alpine Woods Capital Investors first reported a position in U-Haul Holding Co in Q2 2013 and held it in 23 quarters.
Alpine Woods Capital Investors's U-Haul Holding Co position peaked at $6.58M in Q3 2015.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2019, filed 6 May 2019.