CFO4Life’s U-Haul Holding Co UHAL Stock Holding History

CFO4Life’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 Q3	–	Sell	-13,740	Closed	-$515K	–	93
2016 Q2	$515K	Buy	13,740 +1,710	+14%	+$61.8K	0.44%	42
2016 Q1	$430K	Buy	+12,030	New	+$419K	0.39%	46

Other funds holding UHAL

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

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

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFO4Life's UHAL Position: Q3 2016 in Review

CFO4Life sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 13,740 shares — an estimated $515K sold.

CFO4Life first reported a position in UHAL in Q1 2016 and held it in 2 quarters. The position peaked at $515K in Q2 2016. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

CFO4Life reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
CFO4Life sold 13,740 U-Haul Holding Co shares in Q3 2016, an estimated $515K.
CFO4Life first reported a position in U-Haul Holding Co in Q1 2016 and held it in 2 quarters.
CFO4Life's U-Haul Holding Co position peaked at $515K in Q2 2016.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on CFO4Life's 13F filing for Q3 2016, filed 27 Oct 2016.