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Mariner Independent Advisor Network’s U-Haul Holding Co UHAL Stock Holding History

Mariner Independent Advisor Network’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
Q2 		– Sell
-12,660
Closed -$483K – 330
2017
Q1 		$483K Buy
+12,660
New +$476K 0.06% 160

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Mariner Independent Advisor Network's UHAL Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 12,660 shares — an estimated $483K sold.

Mariner Independent Advisor Network first reported a position in UHAL in Q1 2017 and held it in 1 quarter. The position peaked at $483K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 12,660 U-Haul Holding Co shares in Q2 2017, an estimated $483K.
  • Mariner Independent Advisor Network first reported a position in U-Haul Holding Co in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's U-Haul Holding Co position peaked at $483K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.