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MUFG Americas’s U-Haul Holding Co UHAL Stock Holding History

MUFG Americas’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
-19,950
Closed -$567K – 1240
2014
Q4 		$567K Sell
19,950
-930
-4% -$25.2K 0.02% 366
2014
Q3 		$667K Sell
20,880
-31,660
-60% -$875K 0.02% 336
2014
Q2 		$1.53M Sell
52,540
-10,310
-16% -$272K 0.05% 235
2014
Q1 		$1.46M Buy
62,850
+34,800
+124% +$805K 0.05% 243
2013
Q4 		$667K Buy
28,050
+26,950
+2,450% +$579K 0.02% 332
2013
Q3 		$20K Sell
1,100
-53,900
-98% -$931K ﹤0.01% 870
2013
Q2 		$890K Buy
+55,000
New +$913K 0.02% 551

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

MUFG Americas's UHAL Position: Q1 2015 in Review

MUFG Americas sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 19,950 shares — an estimated $567K sold.

MUFG Americas first reported a position in UHAL in Q2 2013 and held it in 7 quarters. The position peaked at $1.53M in Q2 2014. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

  • MUFG Americas reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
  • MUFG Americas sold 19,950 U-Haul Holding Co shares in Q1 2015, an estimated $567K.
  • MUFG Americas first reported a position in U-Haul Holding Co in Q2 2013 and held it in 7 quarters.
  • MUFG Americas's U-Haul Holding Co position peaked at $1.53M in Q2 2014.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on MUFG Americas's 13F filing for Q1 2015, filed 13 May 2015.