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

Ashford 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 Q2	–	Sell	-107,170	Closed	-$4.08M	–	108
2017 Q1	$4.08M	Sell	107,170 -7,500	-7%	-$282K	0.78%	40
2016 Q4	$4.24M	Sell	114,670 -7,700	-6%	-$264K	0.85%	37
2016 Q3	$3.97M	Buy	122,370 +8,300	+7%	+$296K	0.82%	39
2016 Q2	$4.27M	Sell	114,070 -4,000	-3%	-$145K	0.96%	32
2016 Q1	$4.22M	Buy	118,070 +1,290	+1%	+$44.9K	1%	35
2015 Q4	$4.55M	Sell	116,780 -40,550	-26%	-$1.64M	1.07%	31
2015 Q3	$6.19M	Buy	157,330 +46,330	+42%	+$1.68M	1.45%	25
2015 Q2	$3.63M	Buy	111,000 +1,000	+0.9%	+$32.7K	0.8%	43
2015 Q1	$3.63M	Buy	110,000 +27,000	+33%	+$835K	0.74%	51
2014 Q4	$2.36M	Buy	+83,000	New	+$2.25M	0.47%	67

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Ashford Capital Management's UHAL Position: Q2 2017 in Review

Ashford Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 107,170 shares — an estimated $4.08M sold.

Ashford Capital Management first reported a position in UHAL in Q4 2014 and held it in 10 quarters. The position peaked at $6.19M in Q3 2015. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

Ashford Capital Management reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
Ashford Capital Management sold 107,170 U-Haul Holding Co shares in Q2 2017, an estimated $4.08M.
Ashford Capital Management first reported a position in U-Haul Holding Co in Q4 2014 and held it in 10 quarters.
Ashford Capital Management's U-Haul Holding Co position peaked at $6.19M in Q3 2015.
250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on Ashford Capital Management's 13F filing for Q2 2017, filed 21 Aug 2017.