IHL
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Investment House LLC’s U-Haul Holding Co UHAL Stock Holding History

Investment House LLC’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
-6,600
Closed -$235K – 193
2018
Q3 		$235K Hold
6,600
– – 0.03% 179
2018
Q2 		$235K Sell
6,600
-100
-1% -$3.48K 0.03% 181
2018
Q1 		$231K Sell
6,700
-1,250
-16% -$44.4K 0.03% 178
2017
Q4 		$300K Sell
7,950
-500
-6% -$18.7K 0.04% 163
2017
Q3 		$317K Hold
8,450
– – 0.04% 158
2017
Q2 		$309K Buy
8,450
+500
+6% +$18.1K 0.04% 169
2017
Q1 		$303K Buy
7,950
+500
+7% +$18.8K 0.04% 168
2016
Q4 		$275K Buy
+7,450
New +$255K 0.04% 167

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
BlackRock
BlackRock New York $5.72T 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 $62.3B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investment House LLC's UHAL Position: Q4 2018 in Review

Investment House LLC sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 6,600 shares — an estimated $235K sold.

Investment House LLC first reported a position in UHAL in Q4 2016 and held it in 8 quarters. The position peaked at $317K in Q3 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

  • Investment House LLC reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
  • Investment House LLC sold 6,600 U-Haul Holding Co shares in Q4 2018, an estimated $235K.
  • Investment House LLC first reported a position in U-Haul Holding Co in Q4 2016 and held it in 8 quarters.
  • Investment House LLC's U-Haul Holding Co position peaked at $317K in Q3 2017.
  • 230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Investment House LLC's 13F filing for Q4 2018, filed 6 Feb 2019.