K.J. Harrison & Partners’s U-Haul Holding Co UHAL Stock Holding History

K.J. Harrison & Partners’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 Q1	–	Sell	-50,000	Closed	-$1.89M	–	194
2017 Q4	$1.89M	Sell	50,000 -200	-0.4%	-$7.48K	0.64%	58
2017 Q3	$1.88M	Hold	50,200	–	–	0.65%	53
2017 Q2	$1.84M	Buy	50,200 +10,200	+26%	+$370K	0.72%	48
2017 Q1	$1.52M	Sell	40,000 -10,000	-20%	-$376K	0.62%	49
2016 Q4	$1.85M	Buy	50,000 +22,500	+82%	+$772K	0.74%	36
2016 Q3	$892K	Buy	+27,500	New	+$982K	0.42%	79

Other funds holding UHAL

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

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

K.J. Harrison & Partners's UHAL Position: Q1 2018 in Review

K.J. Harrison & Partners sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 50,000 shares — an estimated $1.89M sold.

K.J. Harrison & Partners first reported a position in UHAL in Q3 2016 and held it in 6 quarters. The position peaked at $1.89M in Q4 2017. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

K.J. Harrison & Partners reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
K.J. Harrison & Partners sold 50,000 U-Haul Holding Co shares in Q1 2018, an estimated $1.89M.
K.J. Harrison & Partners first reported a position in U-Haul Holding Co in Q3 2016 and held it in 6 quarters.
K.J. Harrison & Partners's U-Haul Holding Co position peaked at $1.89M in Q4 2017.
252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on K.J. Harrison & Partners's 13F filing for Q1 2018, filed 30 Apr 2018.