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

Edge 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
2018 Q2	$28K	Buy	800 +420	+111%	+$14.6K	﹤0.01%	591
2018 Q1	$13K	Buy	+380	New	+$13.5K	﹤0.01%	687

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

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

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

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

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

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

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

Edge Advisors's UHAL Position: Q2 2018 in Review

Edge Advisors increased its U-Haul Holding Co (UHAL) stake by 111% in Q2 2018, buying an estimated $14.6K and bringing the position to 800 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Edge Advisors first reported a position in UHAL in Q1 2018 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

Edge Advisors held 800 shares of U-Haul Holding Co worth $28K as of Q2 2018.
Edge Advisors bought 420 U-Haul Holding Co shares in Q2 2018, an estimated $14.6K.
U-Haul Holding Co made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #591 holding.
Edge Advisors first reported a position in U-Haul Holding Co in Q1 2018 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.