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Genesee Valley Trust’s U-Haul Holding Co UHAL Stock Holding History

Genesee Valley Trust’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
-5,690
Closed -$215K – 234
2017
Q4 		$215K Sell
5,690
-140
-2% -$5.24K 0.09% 209
2017
Q3 		$219K Sell
5,830
-40
-0.7% -$1.49K 0.09% 202
2017
Q2 		$215K Sell
5,870
-290
-5% -$10.5K 0.09% 207
2017
Q1 		$234 Buy
6,160
+50
+0.8% +$1.88K 0.16% 200
2016
Q4 		$225 Sell
6,110
-560
-8% -$19.2K 0.16% 204
2016
Q3 		$216K Sell
6,670
-100
-1% -$3.57K 0.13% 234
2016
Q2 		$254K Buy
6,770
+590
+10% +$21.3K 0.16% 188
2016
Q1 		$221K Sell
6,180
-130
-2% -$4.52K 0.15% 200
2015
Q4 		$246K Hold
6,310
– – 0.16% 185
2015
Q3 		$248K Buy
6,310
+90
+1% +$3.27K 0.17% 194
2015
Q2 		$203K Sell
6,220
-150
-2% -$4.9K 0.13% 251
2015
Q1 		$210K Sell
6,370
-2,040
-24% -$63.1K 0.13% 249
2014
Q4 		$239K Sell
8,410
-3,580
-30% -$97K 0.15% 205
2014
Q3 		$314K Sell
11,990
-20
-0.2% -$553 0.2% 183
2014
Q2 		$349K Sell
12,010
-150
-1% -$3.96K 0.21% 148
2014
Q1 		$282K Sell
12,160
-50
-0.4% -$1.16K 0.18% 197
2013
Q4 		$290K Buy
12,210
+30
+0.2% +$645 0.19% 184
2013
Q3 		$224K Buy
+12,180
New +$210K 0.17% 240

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Genesee Valley Trust's UHAL Position: Q1 2018 in Review

Genesee Valley Trust sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 5,690 shares — an estimated $215K sold.

Genesee Valley Trust first reported a position in UHAL in Q3 2013 and held it in 18 quarters. The position peaked at $349K in Q2 2014. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

  • Genesee Valley Trust reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
  • Genesee Valley Trust sold 5,690 U-Haul Holding Co shares in Q1 2018, an estimated $215K.
  • Genesee Valley Trust first reported a position in U-Haul Holding Co in Q3 2013 and held it in 18 quarters.
  • Genesee Valley Trust's U-Haul Holding Co position peaked at $349K in Q2 2014.
  • 252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Genesee Valley Trust's 13F filing for Q1 2018, filed 3 Apr 2018.