LSV Asset Management
UHAL icon

LSV Asset Management’s U-Haul Holding Co UHAL Stock Holding History

LSV Asset Management’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
2017
Q1 		– Sell
-344,010
Closed -$12.7M – 1059
2016
Q4 		$12.7M Sell
344,010
-10,000
-3% -$343K 0.02% 423
2016
Q3 		$11.5M Sell
354,010
-27,000
-7% -$964K 0.02% 412
2016
Q2 		$14.3M Sell
381,010
-3,500
-0.9% -$126K 0.03% 361
2016
Q1 		$13.7M Sell
384,510
-31,600
-8% -$1.1M 0.03% 348
2015
Q4 		$16.2M Sell
416,110
-415,550
-50% -$16.8M 0.04% 312
2015
Q3 		$32.7M Sell
831,660
-50,000
-6% -$1.82M 0.07% 219
2015
Q2 		$28.8M Sell
881,660
-328,190
-27% -$10.7M 0.06% 231
2015
Q1 		$40M Sell
1,209,850
-293,140
-20% -$9.06M 0.08% 201
2014
Q4 		$42.7M Sell
1,502,990
-8,000
-0.5% -$217K 0.09% 190
2014
Q3 		$39.6M Sell
1,510,990
-215,000
-12% -$5.94M 0.09% 187
2014
Q2 		$50.2M Buy
1,725,990
+15,900
+0.9% +$420K 0.11% 165
2014
Q1 		$39.7M Sell
1,710,090
-73,720
-4% -$1.71M 0.09% 179
2013
Q4 		$42.4M Sell
1,783,810
-155,520
-8% -$3.34M 0.1% 182
2013
Q3 		$35.7M Sell
1,939,330
-610
-0% -$10.5K 0.09% 189
2013
Q2 		$31.4M Buy
+1,939,940
New +$32.2M 0.08% 195

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return