Analytic Investors’s U-Haul Holding Co UHAL Stock Holding History

Analytic 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
2016 Q3	–	Sell	-46,310	Closed	-$1.73M	–	687
2016 Q2	$1.73M	Sell	46,310 -11,440	-20%	-$413K	0.02%	295
2016 Q1	$2.06M	Buy	57,750 +41,470	+255%	+$1.44M	0.03%	304
2015 Q4	$634K	Buy	+16,280	New	+$658K	0.01%	464
2014 Q3	–	Sell	-124,870	Closed	-$3.63M	–	671
2014 Q2	$3.63M	Buy	+124,870	New	+$3.3M	0.06%	198

Other funds holding UHAL

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

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

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

Analytic Investors's UHAL Position: Q3 2016 in Review

Analytic Investors sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 46,310 shares — an estimated $1.73M sold.

Analytic Investors first reported a position in UHAL in Q2 2014 and held it in 4 quarters. The position peaked at $3.63M in Q2 2014. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

Analytic Investors reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
Analytic Investors sold 46,310 U-Haul Holding Co shares in Q3 2016, an estimated $1.73M.
Analytic Investors first reported a position in U-Haul Holding Co in Q2 2014 and held it in 4 quarters.
Analytic Investors's U-Haul Holding Co position peaked at $3.63M in Q2 2014.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.