BlackRock Advisors’s U-Haul Holding Co UHAL Stock Holding History

BlackRock 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
2016 Q4	$4.49M	Sell	121,530 -11,670	-9%	-$400K	﹤0.01%	1189
2016 Q3	$4.32M	Buy	133,200 +15,300	+13%	+$546K	﹤0.01%	1172
2016 Q2	$4.42M	Sell	117,900 -3,200	-3%	-$116K	﹤0.01%	1157
2016 Q1	$4.33M	Buy	121,100 +2,520	+2%	+$87.7K	﹤0.01%	1151
2015 Q4	$4.62M	Buy	118,580 +103,810	+703%	+$4.2M	﹤0.01%	1124
2015 Q3	$581K	Buy	14,770 +6,050	+69%	+$220K	﹤0.01%	2087
2015 Q2	$285K	Buy	8,720 +120	+1%	+$3.92K	﹤0.01%	2580
2015 Q1	$284K	Hold	8,600	–	–	﹤0.01%	2475
2014 Q4	$244K	Hold	8,600	–	–	﹤0.01%	2505
2014 Q3	$225K	Hold	8,600	–	–	﹤0.01%	2541
2014 Q2	$250K	Hold	8,600	–	–	﹤0.01%	2497
2014 Q1	$200K	Buy	8,600 +220	+3%	+$5.09K	﹤0.01%	2642
2013 Q4	$199K	Buy	8,380 +900	+12%	+$19.3K	﹤0.01%	2654
2013 Q3	$138K	Sell	7,480 -2,260	-23%	-$39K	﹤0.01%	2760
2013 Q2	$158K	Buy	+9,740	New	+$162K	﹤0.01%	2610

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

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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BlackRock Advisors's UHAL Position: Q4 2016 in Review

BlackRock Advisors reduced its U-Haul Holding Co (UHAL) stake by 8.8% in Q4 2016, selling an estimated $400K and leaving 121,530 shares worth $4.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

BlackRock Advisors first reported a position in UHAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.62M in Q4 2015. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

BlackRock Advisors held 121,530 shares of U-Haul Holding Co worth $4.49M as of Q4 2016.
BlackRock Advisors sold 11,670 U-Haul Holding Co shares in Q4 2016, an estimated $400K.
U-Haul Holding Co made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1189 holding.
BlackRock Advisors first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's U-Haul Holding Co position peaked at $4.62M in Q4 2015.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.