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BlackRock Institutional Trust’s U-Haul Holding Co UHAL Stock Holding History

BlackRock Institutional Trust’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 		$57.1M Buy
1,545,810
+34,920
+2% +$1.2M 0.01% 1263
2016
Q3 		$49M Sell
1,510,890
-141,180
-9% -$5.04M 0.01% 1313
2016
Q2 		$61.9M Sell
1,652,070
-47,420
-3% -$1.71M 0.01% 1112
2016
Q1 		$60.7M Buy
1,699,490
+40,140
+2% +$1.4M 0.01% 1107
2015
Q4 		$64.6M Buy
1,659,350
+47,970
+3% +$1.94M 0.01% 1104
2015
Q3 		$63.4M Sell
1,611,380
-10,630
-0.7% -$386K 0.01% 1099
2015
Q2 		$53M Sell
1,622,010
-117,400
-7% -$3.84M 0.01% 1260
2015
Q1 		$57.5M Sell
1,739,410
-59,210
-3% -$1.83M 0.01% 1239
2014
Q4 		$51.1M Sell
1,798,620
-100,450
-5% -$2.72M 0.01% 1288
2014
Q3 		$49.7M Buy
1,899,070
+217,450
+13% +$6.01M 0.01% 1256
2014
Q2 		$48.9M Buy
1,681,620
+20,770
+1% +$549K 0.01% 1345
2014
Q1 		$38.6M Buy
1,660,850
+29,930
+2% +$692K 0.01% 1485
2013
Q4 		$38.8M Sell
1,630,920
-272,580
-14% -$5.86M 0.01% 1456
2013
Q3 		$35M Sell
1,903,500
-338,840
-15% -$5.85M 0.01% 1439
2013
Q2 		$36.3M Buy
+2,242,340
New +$37.2M 0.01% 1357

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

BlackRock Institutional Trust's UHAL Position: Q4 2016 in Review

BlackRock Institutional Trust increased its U-Haul Holding Co (UHAL) stake by 2.3% in Q4 2016, buying an estimated $1.2M and bringing the position to 1,545,810 shares worth $57.1M. The position accounts for 0.01% of the portfolio, ranked #1263.

BlackRock Institutional Trust first reported a position in UHAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $64.6M in Q4 2015. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

  • BlackRock Institutional Trust held 1,545,810 shares of U-Haul Holding Co worth $57.1M as of Q4 2016.
  • BlackRock Institutional Trust bought 34,920 U-Haul Holding Co shares in Q4 2016, an estimated $1.2M.
  • U-Haul Holding Co made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1263 holding.
  • BlackRock Institutional Trust first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's U-Haul Holding Co position peaked at $64.6M in Q4 2015.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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