Royce & Associates’s U-Haul Holding Co UHAL Stock Holding History

Royce & Associates’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
2018 Q1	–	Sell	-75,420	Closed	-$2.85M	–	1283
2017 Q4	$2.85M	Sell	75,420 -4,000	-5%	-$150K	0.02%	760
2017 Q3	$2.98M	Sell	79,420 -5,000	-6%	-$187K	0.02%	730
2017 Q2	$3.09M	Hold	84,420	–	–	0.02%	739
2017 Q1	$3.22M	Sell	84,420 -14,050	-14%	-$528K	0.02%	723
2016 Q4	$3.64M	Hold	98,470	–	–	0.02%	665
2016 Q3	$3.19M	Hold	98,470	–	–	0.02%	703
2016 Q2	$3.69M	Buy	98,470 +14,050	+17%	+$508K	0.02%	676
2016 Q1	$3.02M	Sell	84,420 -20,000	-19%	-$696K	0.02%	741
2015 Q4	$4.07M	Hold	104,420	–	–	0.02%	682
2015 Q3	$4.11M	Hold	104,420	–	–	0.02%	697
2015 Q2	$3.41M	Hold	104,420	–	–	0.01%	822
2015 Q1	$3.45M	Sell	104,420 -27,000	-21%	-$835K	0.01%	828
2014 Q4	$3.74M	Hold	131,420	–	–	0.01%	843
2014 Q3	$3.44M	Sell	131,420 -18,580	-12%	-$514K	0.01%	890
2014 Q2	$4.36M	Buy	+150,000	New	+$3.96M	0.01%	887

Other funds holding UHAL

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

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

Barrow, Hanley, Mewhinney & Strauss

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

Dimensional Fund Advisors

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

First Manhattan

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Principal Financial Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return