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

BlackRock 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
2016 Q4	$1.46M	Buy	39,590 +5,650	+17%	+$194K	﹤0.01%	2435
2016 Q3	$1.1M	Buy	33,940 +110	+0.3%	+$3.93K	﹤0.01%	2605
2016 Q2	$1.27M	Sell	33,830 -5,370	-14%	-$194K	﹤0.01%	2456
2016 Q1	$1.4M	Sell	39,200 -6,040	-13%	-$210K	﹤0.01%	2245
2015 Q4	$1.76M	Buy	45,240 +6,820	+18%	+$276K	﹤0.01%	2175
2015 Q3	$1.51M	Sell	38,420 -1,120	-3%	-$40.7K	﹤0.01%	2281
2015 Q2	$1.29M	Buy	39,540 +12,580	+47%	+$411K	﹤0.01%	2582
2015 Q1	$891K	Sell	26,960 -1,010	-4%	-$31.2K	﹤0.01%	2600
2014 Q4	$795K	Sell	27,970 -390	-1%	-$10.6K	﹤0.01%	2696
2014 Q3	$743K	Sell	28,360 -380	-1%	-$10.5K	﹤0.01%	2716
2014 Q2	$836K	Sell	28,740 -1,540	-5%	-$40.7K	﹤0.01%	2735
2014 Q1	$703K	Buy	30,280 +1,490	+5%	+$34.5K	﹤0.01%	2762
2013 Q4	$685K	Sell	28,790 -160	-0.6%	-$3.44K	﹤0.01%	2777
2013 Q3	$533K	Sell	28,950 -90	-0.3%	-$1.55K	﹤0.01%	2889
2013 Q2	$470K	Buy	+29,040	New	+$482K	﹤0.01%	2882

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 Investment Management's UHAL Position: Q4 2016 in Review

BlackRock Investment Management increased its U-Haul Holding Co (UHAL) stake by 17% in Q4 2016, buying an estimated $194K and bringing the position to 39,590 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

BlackRock Investment Management first reported a position in UHAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2015. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

BlackRock Investment Management held 39,590 shares of U-Haul Holding Co worth $1.46M as of Q4 2016.
BlackRock Investment Management bought 5,650 U-Haul Holding Co shares in Q4 2016, an estimated $194K.
U-Haul Holding Co made up ﹤0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #2435 holding.
BlackRock Investment Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 15 quarters since.
BlackRock Investment Management's U-Haul Holding Co position peaked at $1.76M in Q4 2015.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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