JBF Capital’s U-Haul Holding Co UHAL Stock Holding History

JBF 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	-6,000	Closed	-$213K	–	139
2018 Q3	$213K	Buy	+6,000	New	+$221K	0.03%	65
2016 Q4	–	Sell	-10,000	Closed	-$324K	–	66
2016 Q3	$324K	Hold	10,000	–	–	0.04%	45
2016 Q2	$375K	Hold	10,000	–	–	0.05%	54
2016 Q1	$357K	Hold	10,000	–	–	0.05%	64
2015 Q4	$390K	Hold	10,000	–	–	0.05%	58
2015 Q3	$393K	Hold	10,000	–	–	0.05%	66
2015 Q2	$327K	Hold	10,000	–	–	0.04%	58
2015 Q1	$330K	Hold	10,000	–	–	0.05%	34
2014 Q4	$284K	Hold	10,000	–	–	0.04%	37
2014 Q3	$262K	Hold	10,000	–	–	0.04%	34
2014 Q2	$291K	Hold	10,000	–	–	0.04%	53
2014 Q1	$232K	Hold	10,000	–	–	0.04%	63
2013 Q4	$238K	Hold	10,000	–	–	0.04%	64
2013 Q3	$184K	Hold	10,000	–	–	0.03%	68
2013 Q2	$162K	Buy	+10,000	New	+$166K	0.03%	81

Other funds holding UHAL

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

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JBF Capital's UHAL Position: Q4 2018 in Review

JBF Capital sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 6,000 shares — an estimated $213K sold.

JBF Capital first reported a position in UHAL in Q2 2013 and held it in 15 quarters. The position peaked at $393K in Q3 2015. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

JBF Capital reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
JBF Capital sold 6,000 U-Haul Holding Co shares in Q4 2018, an estimated $213K.
JBF Capital first reported a position in U-Haul Holding Co in Q2 2013 and held it in 15 quarters.
JBF Capital's U-Haul Holding Co position peaked at $393K in Q3 2015.
230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on JBF Capital's 13F filing for Q4 2018, filed 12 Feb 2019.