Neuburgh Advisers’s U-Haul Holding Co UHAL Stock Holding History

Neuburgh Advisers’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 Q3	$200K	Buy	+5,120	New	+$189K	0.01%	678
2018 Q2	–	Sell	-8,800	Closed	-$304K	–	902
2018 Q1	$304K	Sell	8,800 -31,200	-78%	-$1.11M	0.01%	541
2017 Q4	$1.51M	Buy	40,000 +11,680	+41%	+$437K	0.05%	229
2017 Q3	$1.06M	Buy	28,320 +25,600	+941%	+$956K	0.04%	271
2017 Q2	$100K	Buy	2,720 +1,600	+143%	+$58K	﹤0.01%	730
2017 Q1	$43K	Sell	1,120 -8,320	-88%	-$313K	﹤0.01%	785
2016 Q4	$349K	Buy	+9,440	New	+$324K	0.02%	381

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Neuburgh Advisers's UHAL Position: Q3 2019 in Review

Neuburgh Advisers opened a new position in U-Haul Holding Co (UHAL) in Q3 2019: 5,120 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Neuburgh Advisers previously reported a position in UHAL as recently as Q1 2018.

Neuburgh Advisers first reported a position in UHAL in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2017. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

Neuburgh Advisers held 5,120 shares of U-Haul Holding Co worth $200K as of Q3 2019.
U-Haul Holding Co was a new Neuburgh Advisers position in Q3 2019.
U-Haul Holding Co made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #678 holding.
Neuburgh Advisers first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 7 quarters since.
Neuburgh Advisers's U-Haul Holding Co position peaked at $1.51M in Q4 2017.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.