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Princeton Alpha Management’s U-Haul Holding Co UHAL Stock Holding History

Princeton Alpha 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
2016
Q2 		– Sell
-17,000
Closed -$607K – 972
2016
Q1 		$607K Buy
+17,000
New +$592K 0.1% 301

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Princeton Alpha Management's UHAL Position: Q2 2016 in Review

Princeton Alpha Management sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 17,000 shares — an estimated $607K sold.

Princeton Alpha Management first reported a position in UHAL in Q1 2016 and held it in 1 quarter. The position peaked at $607K in Q1 2016. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • Princeton Alpha Management reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • Princeton Alpha Management sold 17,000 U-Haul Holding Co shares in Q2 2016, an estimated $607K.
  • Princeton Alpha Management first reported a position in U-Haul Holding Co in Q1 2016 and held it in 1 quarter.
  • Princeton Alpha Management's U-Haul Holding Co position peaked at $607K in Q1 2016.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on Princeton Alpha Management's 13F filing for Q2 2016, filed 5 Aug 2016.