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

GAM Holding’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	–	Sell	-10,500	Closed	-$397K	–	902
2019 Q2	$397K	Buy	+10,500	New	+$400K	0.02%	723
2018 Q4	–	Sell	-13,410	Closed	-$478K	–	892
2018 Q3	$478K	Buy	+13,410	New	+$495K	0.02%	685
2017 Q3	–	Sell	-6,450	Closed	-$236K	–	919
2017 Q2	$236K	Hold	6,450	–	–	﹤0.01%	941
2017 Q1	$246K	Buy	6,450 +1,020	+19%	+$38.3K	﹤0.01%	938
2016 Q4	$201K	Hold	5,430	–	–	﹤0.01%	938
2016 Q3	$176K	Hold	5,430	–	–	﹤0.01%	891
2016 Q2	$203K	Buy	5,430 +2,470	+83%	+$89.3K	﹤0.01%	904
2016 Q1	$106K	Buy	2,960 +520	+21%	+$18.1K	﹤0.01%	916
2015 Q4	$95K	Buy	+2,440	New	+$98.6K	﹤0.01%	1078

Other funds holding UHAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

GAM Holding's UHAL Position: Q3 2019 in Review

GAM Holding sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 10,500 shares — an estimated $397K sold.

GAM Holding first reported a position in UHAL in Q4 2015 and held it in 9 quarters. The position peaked at $478K in Q3 2018. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

GAM Holding reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
GAM Holding sold 10,500 U-Haul Holding Co shares in Q3 2019, an estimated $397K.
GAM Holding first reported a position in U-Haul Holding Co in Q4 2015 and held it in 9 quarters.
GAM Holding's U-Haul Holding Co position peaked at $478K in Q3 2018.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on GAM Holding's 13F filing for Q3 2019, filed 8 Nov 2019.