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Boston Advisors’s U-Haul Holding Co UHAL Stock Holding History

Boston 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
2017
Q1 		– Sell
-21,750
Closed -$804K – 667
2016
Q4 		$804K Sell
21,750
-1,500
-6% -$51.4K 0.02% 388
2016
Q3 		$754K Sell
23,250
-2,150
-8% -$76.8K 0.02% 410
2016
Q2 		$951K Hold
25,400
– – 0.02% 353
2016
Q1 		$908K Buy
25,400
+800
+3% +$27.8K 0.02% 339
2015
Q4 		$958K Buy
24,600
+5,800
+31% +$234K 0.02% 330
2015
Q3 		$740K Sell
18,800
-300
-2% -$10.9K 0.03% 432
2015
Q2 		$624K Buy
19,100
+500
+3% +$16.3K 0.03% 409
2015
Q1 		$615K Buy
+18,600
New +$575K 0.02% 412

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Boston Advisors's UHAL Position: Q1 2017 in Review

Boston Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2017, closing a stake of 21,750 shares — an estimated $804K sold.

Boston Advisors first reported a position in UHAL in Q1 2015 and held it in 8 quarters. The position peaked at $958K in Q4 2015. 236 funds tracked by Wall St. Rank hold UHAL as of Q1 2017.

  • Boston Advisors reported no remaining U-Haul Holding Co position as of Q1 2017 after selling out during the quarter.
  • Boston Advisors sold 21,750 U-Haul Holding Co shares in Q1 2017, an estimated $804K.
  • Boston Advisors first reported a position in U-Haul Holding Co in Q1 2015 and held it in 8 quarters.
  • Boston Advisors's U-Haul Holding Co position peaked at $958K in Q4 2015.
  • 236 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2017.

Based on Boston Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.