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Mizuho Trust & Banking’s U-Haul Holding Co UHAL Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-112,840
Closed -$3.66M – 614
2016
Q3 		$3.66M Hold
112,840
– – 0.01% 640
2016
Q2 		$4.23M Hold
112,840
– – 0.01% 643
2016
Q1 		$4.03M Buy
112,840
+19,510
+21% +$679K 0.01% 631
2015
Q4 		$3.62M Buy
+93,330
New +$3.77M 0.01% 616

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $580B AUM 38.23% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mizuho Trust & Banking's UHAL Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of U-Haul Holding Co (UHAL) in Q4 2016, closing a stake of 112,840 shares — an estimated $3.66M sold.

Mizuho Trust & Banking first reported a position in UHAL in Q4 2015 and held it in 4 quarters. The position peaked at $4.23M in Q2 2016. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining U-Haul Holding Co position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 112,840 U-Haul Holding Co shares in Q4 2016, an estimated $3.66M.
  • Mizuho Trust & Banking first reported a position in U-Haul Holding Co in Q4 2015 and held it in 4 quarters.
  • Mizuho Trust & Banking's U-Haul Holding Co position peaked at $4.23M in Q2 2016.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.