PFC
UHAL icon

Phocas Financial Corp’s U-Haul Holding Co UHAL Stock Holding History

Phocas Financial Corp’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
2016
Q1 		– Sell
-74,310
Closed -$2.89M – 258
2015
Q4 		$2.89M Sell
74,310
-205,510
-73% -$8.31M 0.23% 170
2015
Q3 		$11M Sell
279,820
-177,030
-39% -$6.43M 0.93% 19
2015
Q2 		$14.9M Sell
456,850
-14,600
-3% -$477K 1.21% 2
2015
Q1 		$15.6M Buy
471,450
+62,220
+15% +$1.92M 1.24% 3
2014
Q4 		$11.6M Sell
409,230
-16,330
-4% -$443K 1.01% 11
2014
Q3 		$11.1M Buy
425,560
+92,620
+28% +$2.56M 1% 13
2014
Q2 		$9.68M Buy
332,940
+42,810
+15% +$1.13M 0.84% 22
2014
Q1 		$6.73M Sell
290,130
-22,660
-7% -$524K 0.65% 63
2013
Q4 		$7.44M Sell
312,790
-3,560
-1% -$76.5K 0.69% 44
2013
Q3 		$5.83M Buy
316,350
+1,840
+0.6% +$31.8K 0.56% 67
2013
Q2 		$5.09M Buy
+314,510
New +$5.22M 0.53% 70

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return