Oxford Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Oxford Asset 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
2017 Q4	–	Sell	-20,540	Closed	-$770K	–	1878
2017 Q3	$770K	Buy	+20,540	New	+$767K	0.01%	1057
2017 Q2	–	Sell	-29,730	Closed	-$1.13M	–	1714
2017 Q1	$1.13M	Buy	+29,730	New	+$1.12M	0.03%	752

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

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

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

ACM

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

Oxford Asset Management's UHAL Position: Q4 2017 in Review

Oxford Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 20,540 shares — an estimated $770K sold.

Oxford Asset Management first reported a position in UHAL in Q1 2017 and held it in 2 quarters. The position peaked at $1.13M in Q1 2017. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

Oxford Asset Management reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
Oxford Asset Management sold 20,540 U-Haul Holding Co shares in Q4 2017, an estimated $770K.
Oxford Asset Management first reported a position in U-Haul Holding Co in Q1 2017 and held it in 2 quarters.
Oxford Asset Management's U-Haul Holding Co position peaked at $1.13M in Q1 2017.
255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Oxford Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.