Old Mutual Customised Solutions’s U-Haul Holding Co UHAL Stock Holding History

Old Mutual Customised Solutions’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	$107K	Hold	3,000	–	–	0.01%	674
2018 Q1	$104K	Hold	3,000	–	–	0.01%	662
2017 Q4	$113K	Buy	3,000 +2,000	+200%	+$74.8K	0.01%	642
2017 Q3	$37K	Hold	1,000	–	–	0.01%	773
2017 Q2	$37K	Hold	1,000	–	–	0.01%	766
2017 Q1	$38K	Hold	1,000	–	–	0.01%	767
2016 Q4	$37K	Hold	1,000	–	–	0.01%	791
2016 Q3	$32K	Sell	1,000 -1,000	-50%	-$35.7K	0.01%	693
2016 Q2	$75K	Buy	+2,000	New	+$72.3K	0.02%	648
2013 Q3	–	Sell	-2,000	Closed	-$32K	–	1217
2013 Q2	$32K	Buy	+2,000	New	+$33.2K	0.01%	905

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

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

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

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

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

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

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

Old Mutual Customised Solutions's UHAL Position: Q2 2018 in Review

Old Mutual Customised Solutions held its U-Haul Holding Co (UHAL) position steady in Q2 2018 at 3,000 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #674.

Old Mutual Customised Solutions first reported a position in UHAL in Q2 2013 and has held it in 10 quarters since. The position peaked at $113K in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

Old Mutual Customised Solutions held 3,000 shares of U-Haul Holding Co worth $107K as of Q2 2018.
Old Mutual Customised Solutions left its U-Haul Holding Co share count unchanged in Q2 2018.
U-Haul Holding Co made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #674 holding.
Old Mutual Customised Solutions first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 10 quarters since.
Old Mutual Customised Solutions's U-Haul Holding Co position peaked at $113K in Q4 2017.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.