Nicholas Company’s U-Haul Holding Co UHAL Stock Holding History

Nicholas 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 Q2	–	Sell	-1,193,010	Closed	-$41.2M	–	221
2018 Q1	$41.2M	Sell	1,193,010 -30,600	-3%	-$1.09M	0.94%	36
2017 Q4	$46.2M	Sell	1,223,610 -500	-0%	-$18.7K	1.01%	36
2017 Q3	$45.9M	Hold	1,224,110	–	–	1.02%	38
2017 Q2	$44.8M	Sell	1,224,110 -100	-0%	-$3.63K	1%	42
2017 Q1	$46.7M	Sell	1,224,210 -687,150	-36%	-$25.8M	1.06%	40
2016 Q4	$70.6M	Sell	1,911,360 -1,202,700	-39%	-$41.2M	1.58%	22
2016 Q3	$101M	Sell	3,114,060 -78,500	-2%	-$2.8M	2.22%	14
2016 Q2	$120M	Buy	3,192,560 +1,100	+0%	+$39.8K	2.41%	13
2016 Q1	$114M	Sell	3,191,460 -12,300	-0.4%	-$428K	2.32%	13
2015 Q4	$125M	Buy	3,203,760 +64,890	+2%	+$2.62M	2.33%	12
2015 Q3	$124M	Buy	3,138,870 +20,000	+0.6%	+$727K	2.34%	9
2015 Q2	$102M	Buy	3,118,870 +766,590	+33%	+$25.1M	1.78%	17
2015 Q1	$77.7M	Buy	2,352,280 +54,950	+2%	+$1.7M	1.47%	26
2014 Q4	$65.3M	Buy	2,297,330 +924,260	+67%	+$25.1M	1.34%	27
2014 Q3	$36M	Buy	1,373,070 +1,023,420	+293%	+$28.3M	0.85%	34
2014 Q2	$10.2M	Buy	+349,650	New	+$9.24M	0.24%	79

Other funds holding UHAL

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

First Manhattan

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

AQR Capital Management

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