Jefferies Group’s U-Haul Holding Co UHAL Stock Holding History

Jefferies Group’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
2019 Q3	–	Sell	-47,030	Closed	-$1.78M	–	3074
2019 Q2	$1.78M	Buy	47,030 +33,410	+245%	+$1.27M	0.01%	982
2019 Q1	$506K	Buy	13,620 +7,230	+113%	+$263K	﹤0.01%	1581
2018 Q4	$210K	Sell	6,390 -570	-8%	-$19.3K	﹤0.01%	1808
2018 Q3	$248K	Buy	+6,960	New	+$257K	﹤0.01%	1975
2018 Q1	–	Sell	-10,670	Closed	-$403K	–	2732
2017 Q4	$403K	Sell	10,670 -6,590	-38%	-$246K	﹤0.01%	1848
2017 Q3	$647K	Buy	17,260 +10,030	+139%	+$375K	﹤0.01%	1507
2017 Q2	$265K	Buy	+7,230	New	+$262K	﹤0.01%	1929
2016 Q4	–	Sell	-38,220	Closed	-$1.24M	–	2499
2016 Q3	$1.24M	Buy	38,220 +20,410	+115%	+$729K	0.01%	1176
2016 Q2	$667K	Sell	17,810 -10	-0.1%	-$361	﹤0.01%	1305
2016 Q1	$636K	Buy	17,820 +1,510	+9%	+$52.5K	﹤0.01%	1336
2015 Q4	$635K	Sell	16,310 -14,690	-47%	-$594K	﹤0.01%	1394
2015 Q3	$1.22M	Buy	+31,000	New	+$1.13M	0.01%	1123
2015 Q2	–	Sell	-36,500	Closed	-$1.21M	–	3509
2015 Q1	$1.21M	Buy	+36,500	New	+$1.13M	0.01%	965
2014 Q2	–	Sell	-850	Closed	-$19K	–	2398
2014 Q1	$19K	Buy	+850	New	+$19.7K	﹤0.01%	1939

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return