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R.H. Bluestein & Co’s U-Haul Holding Co UHAL Stock Holding History

R.H. Bluestein & Co’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
Q2 		– Sell
-8,100
Closed -$309K – 340
2017
Q1 		$309K Sell
8,100
-2,630
-25% -$98.8K 0.02% 236
2016
Q4 		$397K Hold
10,730
– – 0.03% 155
2016
Q3 		$348K Sell
10,730
-820
-7% -$29.3K 0.02% 170
2016
Q2 		$433K Sell
11,550
-708,990
-98% -$25.6M 0.03% 116
2016
Q1 		$25.7M Sell
720,540
-330,490
-31% -$11.5M 1.86% 24
2015
Q4 		$40.9M Sell
1,051,030
-42,940
-4% -$1.74M 2.56% 11
2015
Q3 		$43M Buy
1,093,970
+123,950
+13% +$4.5M 3.06% 4
2015
Q2 		$31.7M Sell
970,020
-17,740
-2% -$580K 1.93% 24
2015
Q1 		$32.6M Sell
987,760
-143,250
-13% -$4.43M 1.97% 21
2014
Q4 		$32.1M Sell
1,131,010
-143,260
-11% -$3.88M 2.01% 21
2014
Q3 		$33.4M Buy
1,274,270
+66,860
+6% +$1.85M 2.09% 17
2014
Q2 		$35.1M Buy
1,207,410
+731,620
+154% +$19.3M 2.09% 14
2014
Q1 		$11M Buy
475,790
+162,690
+52% +$3.76M 0.73% 49
2013
Q4 		$7.45M Buy
+313,100
New +$6.73M 0.47% 55

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
Wellington Management Group
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

R.H. Bluestein & Co's UHAL Position: Q2 2017 in Review

R.H. Bluestein & Co sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 8,100 shares — an estimated $309K sold.

R.H. Bluestein & Co first reported a position in UHAL in Q4 2013 and held it in 14 quarters. The position peaked at $43M in Q3 2015. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

  • R.H. Bluestein & Co reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
  • R.H. Bluestein & Co sold 8,100 U-Haul Holding Co shares in Q2 2017, an estimated $309K.
  • R.H. Bluestein & Co first reported a position in U-Haul Holding Co in Q4 2013 and held it in 14 quarters.
  • R.H. Bluestein & Co's U-Haul Holding Co position peaked at $43M in Q3 2015.
  • 250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on R.H. Bluestein & Co's 13F filing for Q2 2017, filed 11 Aug 2017.