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

BlackRock Fund 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 		$24.1M Buy
652,550
+72,460
+12% +$2.48M ﹤0.01% 2076
2016
Q3 		$18.8M Buy
580,090
+14,440
+3% +$516K ﹤0.01% 2102
2016
Q2 		$21.2M Sell
565,650
-96,570
-15% -$3.49M ﹤0.01% 1992
2016
Q1 		$23.7M Sell
662,220
-16,150
-2% -$562K 0.01% 1891
2015
Q4 		$26.4M Buy
678,370
+82,100
+14% +$3.32M 0.01% 1873
2015
Q3 		$23.5M Buy
596,270
+8,220
+1% +$299K 0.01% 1895
2015
Q2 		$19.2M Buy
588,050
+11,610
+2% +$379K ﹤0.01% 2136
2015
Q1 		$19M Buy
576,440
+24,810
+4% +$767K ﹤0.01% 2098
2014
Q4 		$15.7M Buy
551,630
+36,550
+7% +$991K ﹤0.01% 2197
2014
Q3 		$13.5M Buy
515,080
+12,790
+3% +$354K ﹤0.01% 2179
2014
Q2 		$14.6M Buy
502,290
+5,820
+1% +$154K ﹤0.01% 2189
2014
Q1 		$11.5M Buy
496,470
+10,680
+2% +$247K ﹤0.01% 2316
2013
Q4 		$11.6M Sell
485,790
-5,590
-1% -$120K ﹤0.01% 2305
2013
Q3 		$9.05M Buy
491,380
+6,150
+1% +$106K ﹤0.01% 2431
2013
Q2 		$7.86M Buy
+485,230
New +$8.06M ﹤0.01% 2410

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock Fund Advisors's UHAL Position: Q4 2016 in Review

BlackRock Fund Advisors increased its U-Haul Holding Co (UHAL) stake by 12% in Q4 2016, buying an estimated $2.48M and bringing the position to 652,550 shares worth $24.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

BlackRock Fund Advisors first reported a position in UHAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $26.4M in Q4 2015. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

  • BlackRock Fund Advisors held 652,550 shares of U-Haul Holding Co worth $24.1M as of Q4 2016.
  • BlackRock Fund Advisors bought 72,460 U-Haul Holding Co shares in Q4 2016, an estimated $2.48M.
  • U-Haul Holding Co made up ﹤0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #2076 holding.
  • BlackRock Fund Advisors first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Fund Advisors's U-Haul Holding Co position peaked at $26.4M in Q4 2015.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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