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Invictus RG (Singapore)’s U-Haul Holding Co UHAL Stock Holding History

Invictus RG (Singapore)’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
2015
Q4 		– Sell
-1,260
Closed -$50K – 399
2015
Q3 		$50K Buy
+1,260
New +$45.8K 0.05% 362
2014
Q1 		– Sell
-8,250
Closed -$196K – 685
2013
Q4 		$196K Buy
+8,250
New +$177K 0.13% 266

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
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Invictus RG (Singapore)'s UHAL Position: Q4 2015 in Review

Invictus RG (Singapore) sold out of U-Haul Holding Co (UHAL) in Q4 2015, closing a stake of 1,260 shares — an estimated $50K sold.

Invictus RG (Singapore) first reported a position in UHAL in Q4 2013 and held it in 2 quarters. The position peaked at $196K in Q4 2013. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

  • Invictus RG (Singapore) reported no remaining U-Haul Holding Co position as of Q4 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 1,260 U-Haul Holding Co shares in Q4 2015, an estimated $50K.
  • Invictus RG (Singapore) first reported a position in U-Haul Holding Co in Q4 2013 and held it in 2 quarters.
  • Invictus RG (Singapore)'s U-Haul Holding Co position peaked at $196K in Q4 2013.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q4 2015.