Managed Account Advisors’s U-Haul Holding Co UHAL Stock Holding History

Managed Account Advisors’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 Q2	$4.82M	Buy	147,310 +25,110	+21%	+$821K	﹤0.01%	1444
2015 Q1	$4.04M	Sell	122,200 -8,630	-7%	-$267K	﹤0.01%	1528
2014 Q4	$3.72M	Sell	130,830 -3,180	-2%	-$86.2K	﹤0.01%	1531
2014 Q3	$3.51M	Buy	134,010 +1,960	+1%	+$54.2K	﹤0.01%	1549
2014 Q2	$3.84M	Sell	132,050 -5,710	-4%	-$151K	﹤0.01%	1505
2014 Q1	$3.2M	Sell	137,760 -8,630	-6%	-$200K	﹤0.01%	1535
2013 Q4	$3.48M	Buy	146,390 +21,730	+17%	+$467K	﹤0.01%	1476
2013 Q3	$2.29M	Buy	124,660 +14,860	+14%	+$257K	﹤0.01%	1595
2013 Q2	$1.78M	Buy	+109,800	New	+$1.82M	﹤0.01%	1662

Other funds holding UHAL

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

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

Managed Account Advisors's UHAL Position: Q2 2015 in Review

Managed Account Advisors increased its U-Haul Holding Co (UHAL) stake by 21% in Q2 2015, buying an estimated $821K and bringing the position to 147,310 shares worth $4.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Managed Account Advisors first reported a position in UHAL in Q2 2013 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold UHAL as of Q2 2015.

Managed Account Advisors held 147,310 shares of U-Haul Holding Co worth $4.82M as of Q2 2015.
Managed Account Advisors bought 25,110 U-Haul Holding Co shares in Q2 2015, an estimated $821K.
U-Haul Holding Co made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #1444 holding.
Managed Account Advisors first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.