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QS Investors’s U-Haul Holding Co UHAL Stock Holding History

QS Investors’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
2019
Q2 		– Sell
-3,000
Closed -$112K – 1678
2019
Q1 		$112K Sell
3,000
-2,020
-40% -$73.4K ﹤0.01% 1373
2018
Q4 		$165K Hold
5,020
– – ﹤0.01% 1194
2018
Q3 		$179K Buy
5,020
+5,000
+25,000% +$185K ﹤0.01% 1236
2018
Q2 		$1K Hold
20
– – ﹤0.01% 1865
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1888
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1895
2017
Q3 		$1K Hold
20
– – ﹤0.01% 1870
2017
Q2 		$1K Hold
20
– – ﹤0.01% 1884
2017
Q1 		$1K Hold
20
– – ﹤0.01% 1893
2016
Q4 		$1K Hold
20
– – ﹤0.01% 1772
2016
Q3 		$1K Hold
20
– – ﹤0.01% 1763
2016
Q2 		$1K Hold
20
– – ﹤0.01% 1814
2016
Q1 		$1K Buy
20
+10
+100% +$348 ﹤0.01% 1792
2015
Q4 		$1K Buy
+10
New +$404 ﹤0.01% 1836
2015
Q3 		– Sell
-101,350
Closed -$3.31M – 1470
2015
Q2 		$3.31M Sell
101,350
-72,350
-42% -$2.36M 0.04% 498
2015
Q1 		$5.74M Sell
173,700
-500
-0.3% -$15.5K 0.07% 328
2014
Q4 		$4.95M Buy
+174,200
New +$4.72M 0.06% 352
2013
Q4 		– Sell
-39,000
Closed -$718K – 630
2013
Q3 		$718K Buy
+39,000
New +$673K 0.03% 383

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

QS Investors's UHAL Position: Q2 2019 in Review

QS Investors sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 3,000 shares — an estimated $112K sold.

QS Investors first reported a position in UHAL in Q3 2013 and held it in 18 quarters. The position peaked at $5.74M in Q1 2015. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • QS Investors reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • QS Investors sold 3,000 U-Haul Holding Co shares in Q2 2019, an estimated $112K.
  • QS Investors first reported a position in U-Haul Holding Co in Q3 2013 and held it in 18 quarters.
  • QS Investors's U-Haul Holding Co position peaked at $5.74M in Q1 2015.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on QS Investors's 13F filing for Q2 2019, filed 14 Aug 2019.