Mutual of America Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Mutual of America Capital Management’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
2019 Q1	–	Sell	-7,840	Closed	-$257K	–	1711
2018 Q4	$257K	Hold	7,840	–	–	﹤0.01%	1140
2018 Q3	$280K	Hold	7,840	–	–	﹤0.01%	1153
2018 Q2	$279K	Buy	7,840 +230	+3%	+$7.99K	﹤0.01%	1154
2018 Q1	$263K	Hold	7,610	–	–	﹤0.01%	1138
2017 Q4	$288K	Sell	7,610 -870	-10%	-$32.5K	﹤0.01%	1138
2017 Q3	$318K	Hold	8,480	–	–	0.01%	1138
2017 Q2	$310K	Hold	8,480	–	–	0.01%	1142
2017 Q1	$323K	Buy	8,480 +1,410	+20%	+$53K	0.01%	1141
2016 Q4	$261K	Sell	7,070 -540	-7%	-$18.5K	﹤0.01%	1134
2016 Q3	$247K	Hold	7,610	–	–	0.01%	1136
2016 Q2	$285K	Buy	7,610 +6,870	+928%	+$248K	0.01%	1142
2016 Q1	$26K	Hold	740	–	–	﹤0.01%	1209
2015 Q4	$29K	Sell	740 -260	-26%	-$10.5K	﹤0.01%	1216
2015 Q3	$39K	Sell	1,000 -250	-20%	-$9.09K	﹤0.01%	1200
2015 Q2	$41K	Hold	1,250	–	–	﹤0.01%	1208
2015 Q1	$41K	Buy	+1,250	New	+$38.6K	﹤0.01%	1203
2014 Q2	–	Sell	-15,600	Closed	-$362K	–	1281
2014 Q1	$362K	Hold	15,600	–	–	0.01%	1145
2013 Q4	$371K	Buy	+15,600	New	+$335K	0.01%	1136

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mutual of America Capital Management's UHAL Position: Q1 2019 in Review

Mutual of America Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2019, closing a stake of 7,840 shares — an estimated $257K sold.

Mutual of America Capital Management first reported a position in UHAL in Q4 2013 and held it in 18 quarters. The position peaked at $371K in Q4 2013. 241 funds tracked by Wall St. Rank hold UHAL as of Q1 2019.

Mutual of America Capital Management reported no remaining U-Haul Holding Co position as of Q1 2019 after selling out during the quarter.
Mutual of America Capital Management sold 7,840 U-Haul Holding Co shares in Q1 2019, an estimated $257K.
Mutual of America Capital Management first reported a position in U-Haul Holding Co in Q4 2013 and held it in 18 quarters.
Mutual of America Capital Management's U-Haul Holding Co position peaked at $371K in Q4 2013.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2019.

Based on Mutual of America Capital Management's 13F filing for Q1 2019, filed 13 May 2019.