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

Bogle 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
2019 Q3	–	Sell	-18,050	Closed	-$683K	–	331
2019 Q2	$683K	Buy	+18,050	New	+$688K	0.05%	229
2017 Q4	–	Sell	-24,370	Closed	-$913K	–	359
2017 Q3	$913K	Buy	+24,370	New	+$910K	0.06%	242
2016 Q1	–	Sell	-234,850	Closed	-$9.15M	–	458
2015 Q4	$9.15M	Buy	+234,850	New	+$9.49M	0.66%	58
2015 Q2	–	Sell	-69,310	Closed	-$2.29M	–	430
2015 Q1	$2.29M	Buy	69,310 +4,790	+7%	+$148K	0.16%	159
2014 Q4	$1.83M	Sell	64,520 -28,000	-30%	-$759K	0.12%	208
2014 Q3	$2.42M	Hold	92,520	–	–	0.16%	154
2014 Q2	$2.69M	Hold	92,520	–	–	0.18%	149
2014 Q1	$2.15M	Hold	92,520	–	–	0.15%	202
2013 Q4	$2.2M	Sell	92,520 -19,960	-18%	-$429K	0.19%	156
2013 Q3	$2.07M	Buy	+112,480	New	+$1.94M	0.21%	151

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bogle Investment Management's UHAL Position: Q3 2019 in Review

Bogle Investment Management sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 18,050 shares — an estimated $683K sold.

Bogle Investment Management first reported a position in UHAL in Q3 2013 and held it in 10 quarters. The position peaked at $9.15M in Q4 2015. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

Bogle Investment Management reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
Bogle Investment Management sold 18,050 U-Haul Holding Co shares in Q3 2019, an estimated $683K.
Bogle Investment Management first reported a position in U-Haul Holding Co in Q3 2013 and held it in 10 quarters.
Bogle Investment Management's U-Haul Holding Co position peaked at $9.15M in Q4 2015.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Bogle Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.