Royal Fund Management’s U-Haul Holding Co UHAL Stock Holding History

Royal Fund 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
2017 Q1	–	Sell	-1,150	Closed	-$42K	–	475
2016 Q4	$42K	Buy	+1,150	New	+$39.4K	0.02%	154

Other funds holding UHAL

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Royal Fund Management's UHAL Position: Q1 2017 in Review

Royal Fund Management sold out of U-Haul Holding Co (UHAL) in Q1 2017, closing a stake of 1,150 shares — an estimated $42K sold.

Royal Fund Management first reported a position in UHAL in Q4 2016 and held it in 1 quarter. The position peaked at $42K in Q4 2016. 236 funds tracked by Wall St. Rank hold UHAL as of Q1 2017.

Royal Fund Management reported no remaining U-Haul Holding Co position as of Q1 2017 after selling out during the quarter.
Royal Fund Management sold 1,150 U-Haul Holding Co shares in Q1 2017, an estimated $42K.
Royal Fund Management first reported a position in U-Haul Holding Co in Q4 2016 and held it in 1 quarter.
Royal Fund Management's U-Haul Holding Co position peaked at $42K in Q4 2016.
236 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2017.

Based on Royal Fund Management's 13F filing for Q1 2017, filed 7 May 2020.