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Mason Street Advisors’s U-Haul Holding Co UHAL Stock Holding History

Mason Street 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
Q1 		– Sell
-4,500
Closed -$128K – 1721
2014
Q4 		$128K Sell
4,500
-200
-4% -$5.42K ﹤0.01% 1628
2014
Q3 		$123K Hold
4,700
– – ﹤0.01% 1618
2014
Q2 		$137K Buy
4,700
+100
+2% +$2.64K ﹤0.01% 1587
2014
Q1 		$107K Sell
4,600
-100
-2% -$2.31K ﹤0.01% 1627
2013
Q4 		$112K Sell
4,700
-100
-2% -$2.15K ﹤0.01% 1665
2013
Q3 		$88K Buy
+4,800
New +$82.9K ﹤0.01% 1566

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
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AR
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mason Street Advisors's UHAL Position: Q1 2015 in Review

Mason Street Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 4,500 shares — an estimated $128K sold.

Mason Street Advisors first reported a position in UHAL in Q3 2013 and held it in 6 quarters. The position peaked at $137K in Q2 2014. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

  • Mason Street Advisors reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
  • Mason Street Advisors sold 4,500 U-Haul Holding Co shares in Q1 2015, an estimated $128K.
  • Mason Street Advisors first reported a position in U-Haul Holding Co in Q3 2013 and held it in 6 quarters.
  • Mason Street Advisors's U-Haul Holding Co position peaked at $137K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on Mason Street Advisors's 13F filing for Q1 2015, filed 15 May 2015.