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

BlackRock Group’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 		$11M Buy
298,310
+8,900
+3% +$305K 0.01% 907
2016
Q3 		$9.38M Buy
289,410
+5,340
+2% +$191K ﹤0.01% 942
2016
Q2 		$10.6M Sell
284,070
-7,640
-3% -$276K 0.01% 904
2016
Q1 		$10.4M Buy
291,710
+34,520
+13% +$1.2M 0.01% 911
2015
Q4 		$10M Buy
257,190
+96,420
+60% +$3.9M 0.01% 917
2015
Q3 		$6.33M Buy
160,770
+121,030
+305% +$4.4M ﹤0.01% 1030
2015
Q2 		$1.3M Sell
39,740
-830
-2% -$27.1K ﹤0.01% 1801
2015
Q1 		$1.34M Sell
40,570
-33,120
-45% -$1.02M ﹤0.01% 1699
2014
Q4 		$2.09M Buy
73,690
+12,050
+20% +$327K ﹤0.01% 1455
2014
Q3 		$1.61M Buy
61,640
+31,540
+105% +$872K ﹤0.01% 1518
2014
Q2 		$875K Sell
30,100
-28,060
-48% -$741K ﹤0.01% 1916
2014
Q1 		$1.35M Sell
58,160
-3,370
-5% -$77.9K ﹤0.01% 1836
2013
Q4 		$1.46M Buy
61,530
+950
+2% +$20.4K ﹤0.01% 1745
2013
Q3 		$1.11M Buy
60,580
+12,070
+25% +$208K ﹤0.01% 1838
2013
Q2 		$786K Buy
+48,510
New +$806K ﹤0.01% 1906

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $535B AUM 26.23% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NC
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
NM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Group's UHAL Position: Q4 2016 in Review

BlackRock Group increased its U-Haul Holding Co (UHAL) stake by 3.1% in Q4 2016, buying an estimated $305K and bringing the position to 298,310 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #907.

BlackRock Group first reported a position in UHAL in Q2 2013 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

  • BlackRock Group held 298,310 shares of U-Haul Holding Co worth $11M as of Q4 2016.
  • BlackRock Group bought 8,900 U-Haul Holding Co shares in Q4 2016, an estimated $305K.
  • U-Haul Holding Co made up 0.01% of BlackRock Group's portfolio in Q4 2016, its #907 holding.
  • BlackRock Group first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 15 quarters since.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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