Harbor Spring Capital’s U-Haul Holding Co UHAL Stock Holding History

Harbor Spring 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 Q4	–	Sell	-1,160,000	Closed	-$41.4M	–	28
2018 Q3	$41.4M	Sell	1,160,000 -100,000	-8%	-$3.69M	4.52%	11
2018 Q2	$44.9M	Sell	1,260,000 -80,000	-6%	-$2.78M	4.34%	7
2018 Q1	$46.2M	Buy	1,340,000 +80,000	+6%	+$2.84M	4.59%	8
2017 Q4	$47.6M	Buy	1,260,000 +160,000	+15%	+$5.98M	4.89%	8
2017 Q3	$41.2M	Hold	1,100,000	–	–	5.24%	8
2017 Q2	$40.3M	Hold	1,100,000	–	–	5.68%	9
2017 Q1	$41.9M	Hold	1,100,000	–	–	6.02%	7
2016 Q4	$40.7M	Hold	1,100,000	–	–	7.8%	9
2016 Q3	$35.7M	Buy	1,100,000 +30,000	+3%	+$1.07M	6.91%	10
2016 Q2	$40.1M	Buy	1,070,000 +120,000	+13%	+$4.34M	9.81%	4
2016 Q1	$33.9M	Hold	950,000	–	–	8.36%	7
2015 Q4	$37M	Buy	+950,000	New	+$38.4M	8.52%	4

Other funds holding UHAL

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Barrow, Hanley, Mewhinney & Strauss

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

Principal Financial Group

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return