Russell Frank Company’s U-Haul Holding Co UHAL Stock Holding History

Russell Frank Company’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
2016 Q1	$7.32M	Buy	205,070 +93,080	+83%	+$3.24M	0.01%	1117
2015 Q4	$4.35M	Buy	111,990 +29,750	+36%	+$1.2M	0.01%	1366
2015 Q3	$3.24M	Sell	82,240 -1,290	-2%	-$46.9K	0.01%	1558
2015 Q2	$2.73M	Buy	83,530 +4,580	+6%	+$150K	﹤0.01%	1803
2015 Q1	$2.61M	Sell	78,950 -12,520	-14%	-$387K	﹤0.01%	1631
2014 Q4	$2.64M	Buy	91,470 +89,700	+5,068%	+$2.43M	﹤0.01%	1627
2014 Q3	$46K	Sell	1,770 -114,760	-98%	-$3.17M	﹤0.01%	2729
2014 Q2	$3.06M	Buy	116,530 +88,300	+313%	+$2.33M	0.01%	1538
2014 Q1	$655K	Sell	28,230 -1,600	-5%	-$37K	﹤0.01%	2272
2013 Q4	$700K	Buy	29,830 +1,040	+4%	+$22.4K	﹤0.01%	2217
2013 Q3	$530K	Sell	28,790 -278,840	-91%	-$4.81M	﹤0.01%	2468
2013 Q2	$4.98M	Buy	+307,630	New	+$5.11M	0.01%	1232

Other funds holding UHAL

Dimensional Fund Advisors

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Wellington Management Group

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

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return