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Strategic Global Advisors’s U-Haul Holding Co UHAL Stock Holding History

Strategic Global Advisors’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
2015
Q2 		– Sell
-9,810
Closed -$324K – 144
2015
Q1 		$324K Hold
9,810
– – 0.24% 100
2014
Q4 		$279K Buy
+9,810
New +$266K 0.25% 99

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Global Advisors's UHAL Position: Q2 2015 in Review

Strategic Global Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2015, closing a stake of 9,810 shares — an estimated $324K sold.

Strategic Global Advisors first reported a position in UHAL in Q4 2014 and held it in 2 quarters. The position peaked at $324K in Q1 2015. 167 funds tracked by Wall St. Rank hold UHAL as of Q2 2015.

  • Strategic Global Advisors reported no remaining U-Haul Holding Co position as of Q2 2015 after selling out during the quarter.
  • Strategic Global Advisors sold 9,810 U-Haul Holding Co shares in Q2 2015, an estimated $324K.
  • Strategic Global Advisors first reported a position in U-Haul Holding Co in Q4 2014 and held it in 2 quarters.
  • Strategic Global Advisors's U-Haul Holding Co position peaked at $324K in Q1 2015.
  • 167 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2015.

Based on Strategic Global Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.