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

Wellington Management Group

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

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

Dimensional Fund Advisors

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

Principal Financial Group

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

Barrow, Hanley, Mewhinney & Strauss

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

Artisan Partners

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

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