Elkfork Partners’s U-Haul Holding Co UHAL Stock Holding History

Elkfork Partners’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	$349K	Buy	+8,960	New	+$331K	0.01%	686
2018 Q2	–	Sell	-15,400	Closed	-$531K	–	1027
2018 Q1	$531K	Sell	15,400 -54,600	-78%	-$1.94M	0.01%	505
2017 Q4	$2.65M	Buy	70,000 +20,440	+41%	+$764K	0.07%	213
2017 Q3	$1.86M	Buy	49,560 +44,800	+941%	+$1.67M	0.05%	247
2017 Q2	$174K	Buy	4,760 +2,800	+143%	+$102K	0.01%	736
2017 Q1	$75K	Sell	1,960 -14,560	-88%	-$547K	﹤0.01%	825
2016 Q4	$611K	Buy	+16,520	New	+$567K	0.02%	378

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Elkfork Partners's UHAL Position: Q3 2019 in Review

Elkfork Partners opened a new position in U-Haul Holding Co (UHAL) in Q3 2019: 8,960 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Elkfork Partners previously reported a position in UHAL as recently as Q1 2018.

Elkfork Partners first reported a position in UHAL in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2017. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

Elkfork Partners held 8,960 shares of U-Haul Holding Co worth $349K as of Q3 2019.
U-Haul Holding Co was a new Elkfork Partners position in Q3 2019.
U-Haul Holding Co made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #686 holding.
Elkfork Partners first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 7 quarters since.
Elkfork Partners's U-Haul Holding Co position peaked at $2.65M in Q4 2017.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.