AIM
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Assured Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-10
Closed – – 804
2019
Q1 		$0 Buy
+10
New +$363 ﹤0.01% 1363
2016
Q2 		– Sell
-13,590
Closed -$486K – 686
2016
Q1 		$486K Buy
13,590
+5,260
+63% +$183K 0.01% 340
2015
Q4 		$324K Buy
+8,330
New +$337K 0.01% 395

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Assured Investment Management's UHAL Position: Q2 2019 in Review

Assured Investment Management sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 10 shares.

Assured Investment Management first reported a position in UHAL in Q4 2015 and held it in 3 quarters. The position peaked at $486K in Q1 2016. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • Assured Investment Management reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 10 U-Haul Holding Co shares in Q2 2019.
  • Assured Investment Management first reported a position in U-Haul Holding Co in Q4 2015 and held it in 3 quarters.
  • Assured Investment Management's U-Haul Holding Co position peaked at $486K in Q1 2016.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.