Rehmann Capital Advisory Group’s U-Haul Holding Co UHAL Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$191K	Sell	4,890 -160	-3%	-$5.91K	0.02%	320
2019 Q2	$191K	Sell	5,050 -20	-0.4%	-$762	0.02%	445
2019 Q1	$188K	Sell	5,070 -40	-0.8%	-$1.45K	0.03%	429
2018 Q4	$168K	Sell	5,110 -350	-6%	-$11.8K	0.03%	280
2018 Q3	$195K	Sell	5,460 -290	-5%	-$10.7K	0.03%	403
2018 Q2	$205K	Sell	5,750 -80	-1%	-$2.78K	0.03%	368
2018 Q1	$201K	Buy	5,830 +490	+9%	+$17.4K	0.03%	367
2017 Q4	$202K	Sell	5,340 -80	-1%	-$2.99K	0.03%	372
2017 Q3	$203K	Sell	5,420 -90	-2%	-$3.36K	0.04%	361
2017 Q2	$202K	Sell	5,510 -130	-2%	-$4.71K	0.04%	351
2017 Q1	$215K	Buy	+5,640	New	+$212K	0.04%	356
2015 Q4	–	Sell	-8,160	Closed	-$321K	–	362
2015 Q3	$321K	Sell	8,160 -570	-7%	-$20.7K	0.07%	211
2015 Q2	$285K	Sell	8,730 -310	-3%	-$10.1K	0.07%	240
2015 Q1	$299K	Sell	9,040 -2,530	-22%	-$78.2K	0.07%	236
2014 Q4	$329K	Sell	11,570 -240	-2%	-$6.5K	0.08%	220
2014 Q3	$309K	Sell	11,810 -680	-5%	-$18.8K	0.07%	221
2014 Q2	$363K	Sell	12,490 -840	-6%	-$22.2K	0.09%	194
2014 Q1	$309K	Sell	13,330 -150	-1%	-$3.47K	0.08%	206
2013 Q4	$321K	Sell	13,480 -1,940	-13%	-$41.7K	0.1%	191
2013 Q3	$284K	Sell	15,420 -670	-4%	-$11.6K	0.09%	198
2013 Q2	$260K	Buy	+16,090	New	+$267K	0.09%	191

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Rehmann Capital Advisory Group's UHAL Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its U-Haul Holding Co (UHAL) stake by 3.2% in Q3 2019, selling an estimated $5.91K and leaving 4,890 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #320.

Rehmann Capital Advisory Group first reported a position in UHAL in Q2 2013 and has held it in 21 quarters since. The position peaked at $363K in Q2 2014. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

Rehmann Capital Advisory Group held 4,890 shares of U-Haul Holding Co worth $191K as of Q3 2019.
Rehmann Capital Advisory Group sold 160 U-Haul Holding Co shares in Q3 2019, an estimated $5.91K.
U-Haul Holding Co made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #320 holding.
Rehmann Capital Advisory Group first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 21 quarters since.
Rehmann Capital Advisory Group's U-Haul Holding Co position peaked at $363K in Q2 2014.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.