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

Invictus RG’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 Q1	–	Sell	-13,120	Closed	-$511K	–	707
2015 Q4	$511K	Buy	+13,120	New	+$530K	0.49%	40

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Invictus RG's UHAL Position: Q1 2016 in Review

Invictus RG sold out of U-Haul Holding Co (UHAL) in Q1 2016, closing a stake of 13,120 shares — an estimated $511K sold.

Invictus RG first reported a position in UHAL in Q4 2015 and held it in 1 quarter. The position peaked at $511K in Q4 2015. 240 funds tracked by Wall St. Rank hold UHAL as of Q1 2016.

Invictus RG reported no remaining U-Haul Holding Co position as of Q1 2016 after selling out during the quarter.
Invictus RG sold 13,120 U-Haul Holding Co shares in Q1 2016, an estimated $511K.
Invictus RG first reported a position in U-Haul Holding Co in Q4 2015 and held it in 1 quarter.
Invictus RG's U-Haul Holding Co position peaked at $511K in Q4 2015.
240 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2016.

Based on Invictus RG's 13F filing for Q1 2016, filed 16 May 2016.