Gratus Capital’s U-Haul Holding Co UHAL Stock Holding History

Gratus Capital’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	–	Sell	-13,100	Closed	-$452K	–	178
2018 Q1	$452K	Sell	13,100 -21,600	-62%	-$768K	0.07%	136
2017 Q4	$1.31M	Hold	34,700	–	–	0.17%	97
2017 Q3	$1.3M	Hold	34,700	–	–	0.18%	97
2017 Q2	$1.27M	Buy	+34,700	New	+$1.26M	0.18%	98

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

Gratus Capital's UHAL Position: Q2 2018 in Review

Gratus Capital sold out of U-Haul Holding Co (UHAL) in Q2 2018, closing a stake of 13,100 shares — an estimated $452K sold.

Gratus Capital first reported a position in UHAL in Q2 2017 and held it in 4 quarters. The position peaked at $1.31M in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

Gratus Capital reported no remaining U-Haul Holding Co position as of Q2 2018 after selling out during the quarter.
Gratus Capital sold 13,100 U-Haul Holding Co shares in Q2 2018, an estimated $452K.
Gratus Capital first reported a position in U-Haul Holding Co in Q2 2017 and held it in 4 quarters.
Gratus Capital's U-Haul Holding Co position peaked at $1.31M in Q4 2017.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on Gratus Capital's 13F filing for Q2 2018, filed 13 Aug 2018.