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Guardian Capital (Canada)’s U-Haul Holding Co UHAL Stock Holding History

Guardian Capital (Canada)’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
2016
Q2 		– Sell
-8,270
Closed -$295K – 228
2016
Q1 		$295K Hold
8,270
– – 0.01% 178
2015
Q4 		$322K Sell
8,270
-3,710
-31% -$150K 0.01% 169
2015
Q3 		$471K Buy
+11,980
New +$435K 0.01% 158

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Guardian Capital (Canada)'s UHAL Position: Q2 2016 in Review

Guardian Capital (Canada) sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 8,270 shares — an estimated $295K sold.

Guardian Capital (Canada) first reported a position in UHAL in Q3 2015 and held it in 3 quarters. The position peaked at $471K in Q3 2015. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • Guardian Capital (Canada) reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • Guardian Capital (Canada) sold 8,270 U-Haul Holding Co shares in Q2 2016, an estimated $295K.
  • Guardian Capital (Canada) first reported a position in U-Haul Holding Co in Q3 2015 and held it in 3 quarters.
  • Guardian Capital (Canada)'s U-Haul Holding Co position peaked at $471K in Q3 2015.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2016, filed 12 Aug 2016.