MU Investments Company’s U-Haul Holding Co UHAL Stock Holding History

MU Investments Company’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
2018 Q1	–	Sell	-600	Closed	-$23K	–	140
2017 Q4	$23K	Sell	600 -200	-25%	-$7.48K	0.02%	125
2017 Q3	$29K	Sell	800 -200	-20%	-$7.47K	0.02%	125
2017 Q2	$35K	Sell	1,000 -300	-23%	-$10.9K	0.03%	142
2017 Q1	$49K	Sell	1,300 -250	-16%	-$9.4K	0.03%	127
2016 Q4	$57K	Sell	1,550 -850	-35%	-$29.1K	0.04%	118
2016 Q3	$78K	Sell	2,400 -2,500	-51%	-$89.3K	0.06%	119
2016 Q2	$183K	Buy	4,900 +500	+11%	+$18.1K	0.12%	86
2016 Q1	$152K	Sell	4,400 -700	-14%	-$24.4K	0.1%	161
2015 Q4	$198K	Buy	+5,100	New	+$206K	0.12%	150

Other funds holding UHAL

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MU Investments Company's UHAL Position: Q1 2018 in Review

MU Investments Company sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 600 shares — an estimated $23K sold.

MU Investments Company first reported a position in UHAL in Q4 2015 and held it in 9 quarters. The position peaked at $198K in Q4 2015. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

MU Investments Company reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 600 U-Haul Holding Co shares in Q1 2018, an estimated $23K.
MU Investments Company first reported a position in U-Haul Holding Co in Q4 2015 and held it in 9 quarters.
MU Investments Company's U-Haul Holding Co position peaked at $198K in Q4 2015.
252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.