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

Eagle Ridge 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
2018 Q1	–	Sell	-5,940	Closed	-$224K	–	183
2017 Q4	$224K	Hold	5,940	–	–	0.03%	163
2017 Q3	$223K	Sell	5,940 -80	-1%	-$2.99K	0.04%	157
2017 Q2	$220K	Sell	6,020 -2,210	-27%	-$80.2K	0.04%	126
2017 Q1	$314K	Hold	8,230	–	–	0.06%	110
2016 Q4	$304K	Sell	8,230 -3,340	-29%	-$115K	0.06%	113
2016 Q3	$375K	Buy	+11,570	New	+$413K	0.08%	94
2016 Q1	–	Sell	-39,000	Closed	-$1.52M	–	130
2015 Q4	$1.52M	Buy	39,000 +250	+0.6%	+$10.1K	0.36%	71
2015 Q3	$1.52M	Buy	38,750 +11,910	+44%	+$433K	0.39%	69
2015 Q2	$877K	Buy	26,840 +600	+2%	+$19.6K	0.4%	37
2015 Q1	$867K	Hold	26,240	–	–	0.39%	37
2014 Q4	$746K	Buy	26,240 +530	+2%	+$14.4K	0.34%	38
2014 Q3	$673K	Sell	25,710 -11,100	-30%	-$307K	0.32%	41
2014 Q2	$1.07M	Buy	36,810 +2,680	+8%	+$70.8K	0.5%	35
2014 Q1	$792K	Buy	34,130 +23,490	+221%	+$543K	0.39%	38
2013 Q4	$253K	Buy	+10,640	New	+$229K	0.13%	50

Other funds holding UHAL

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Eagle Ridge Investment Management's UHAL Position: Q1 2018 in Review

Eagle Ridge Investment Management sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 5,940 shares — an estimated $224K sold.

Eagle Ridge Investment Management first reported a position in UHAL in Q4 2013 and held it in 15 quarters. The position peaked at $1.52M in Q3 2015. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

Eagle Ridge Investment Management reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
Eagle Ridge Investment Management sold 5,940 U-Haul Holding Co shares in Q1 2018, an estimated $224K.
Eagle Ridge Investment Management first reported a position in U-Haul Holding Co in Q4 2013 and held it in 15 quarters.
Eagle Ridge Investment Management's U-Haul Holding Co position peaked at $1.52M in Q3 2015.
252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2018, filed 25 Apr 2018.