LG
UHAL icon

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

Leuthold 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
2015
Q4 		– Sell
-50,180
Closed -$1.97M – 210
2015
Q3 		$1.97M Sell
50,180
-8,410
-14% -$306K 0.21% 126
2015
Q2 		$1.92M Buy
58,590
+710
+1% +$23.2K 0.18% 153
2015
Q1 		$1.91M Sell
57,880
-2,130
-4% -$65.9K 0.18% 145
2014
Q4 		$1.71M Sell
60,010
-6,050
-9% -$164K 0.17% 157
2014
Q3 		$1.73M Buy
+66,060
New +$1.83M 0.16% 163
2014
Q1 		– Sell
-77,730
Closed -$1.85M – 216
2013
Q4 		$1.85M Sell
77,730
-2,770
-3% -$59.5K 0.17% 149
2013
Q3 		$1.48M Buy
80,500
+910
+1% +$15.7K 0.14% 180
2013
Q2 		$1.29M Buy
+79,590
New +$1.32M 0.12% 197

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 $891M AUM 30.4% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return