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IRF
IBM Retirement Fund’s
U-Haul Holding Co
UHAL
Stock Holding History
IBM Retirement Fund’s Portfolio
UHAL Stock Details
UHAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-6,180
Closed
-$231K
–
966
2016
Q2
$231K
Sell
6,180
-1,560
-20%
-$56.4K
0.01%
931
2016
Q1
$277K
Sell
7,740
-10,100
-57%
-$351K
0.01%
868
2015
Q4
$695K
Buy
+17,840
New
+$721K
0.01%
880
2015
Q3
–
Sell
-16,950
Closed
-$554K
–
998
2015
Q2
$554K
Sell
16,950
-380
-2%
-$12.4K
0.01%
972
2015
Q1
$573K
Sell
17,330
-90
-0.5%
-$2.78K
0.01%
931
2014
Q4
$495K
Buy
17,420
+1,710
+11%
+$46.4K
0.01%
959
2014
Q3
$411K
Sell
15,710
-2,060
-12%
-$57K
0.01%
977
2014
Q2
$521K
Sell
17,770
-470
-3%
-$12.4K
0.01%
975
2014
Q1
$428K
Sell
18,240
-10,030
-35%
-$232K
0.01%
974
2013
Q4
$673K
Sell
28,270
-130
-0.5%
-$2.79K
0.01%
965
2013
Q3
$523K
Sell
28,400
-5,000
-15%
-$86.3K
0.01%
983
2013
Q2
$541K
Buy
+33,400
New
+$555K
0.01%
990
Other funds holding UHAL
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
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
GC
Greenlight Capital
New York
$2.05B AUM
78.75%
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
AA
Ancient Art
Austin, Texas
$459M AUM
52.34%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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