Riverhead Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Riverhead Capital 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
2019 Q3	$265K	Buy	+6,800	New	+$251K	0.01%	1009
2018 Q2	–	Sell	-10,000	Closed	-$345K	–	1569
2018 Q1	$345K	Sell	10,000 -34,000	-77%	-$1.21M	0.01%	813
2017 Q4	$1.66M	Buy	44,000 +12,590	+40%	+$471K	0.07%	314
2017 Q3	$1.18M	Buy	31,410 +28,310	+913%	+$1.06M	0.06%	361
2017 Q2	$114K	Buy	3,100 +1,200	+63%	+$43.5K	0.01%	1176
2017 Q1	$72K	Sell	1,900 -9,100	-83%	-$342K	﹤0.01%	1126
2016 Q4	$407K	Buy	+11,000	New	+$377K	0.03%	549

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Riverhead Capital Management's UHAL Position: Q3 2019 in Review

Riverhead Capital Management opened a new position in U-Haul Holding Co (UHAL) in Q3 2019: 6,800 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Riverhead Capital Management previously reported a position in UHAL as recently as Q1 2018.

Riverhead Capital Management first reported a position in UHAL in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2017. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

Riverhead Capital Management held 6,800 shares of U-Haul Holding Co worth $265K as of Q3 2019.
U-Haul Holding Co was a new Riverhead Capital Management position in Q3 2019.
U-Haul Holding Co made up 0.01% of Riverhead Capital Management's portfolio in Q3 2019, its #1009 holding.
Riverhead Capital Management first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 7 quarters since.
Riverhead Capital Management's U-Haul Holding Co position peaked at $1.66M in Q4 2017.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.