VKH
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Virtu KCG Holdings’s U-Haul Holding Co UHAL Stock Holding History

Virtu KCG Holdings’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
Q4 		– Sell
-34,460
Closed -$1.12M – 3809
2016
Q3 		$1.12M Sell
34,460
-86,500
-72% -$3.09M 0.03% 626
2016
Q2 		$4.53M Buy
120,960
+106,120
+715% +$3.83M 0.09% 102
2016
Q1 		$530K Sell
14,840
-2,540
-15% -$88.4K 0.01% 1131
2015
Q4 		$677K Sell
17,380
-2,920
-14% -$118K 0.01% 1216
2015
Q3 		$799K Buy
+20,300
New +$738K 0.01% 1077
2015
Q2 		– Sell
-6,520
Closed -$215K – 3776
2015
Q1 		$215K Sell
6,520
-1,230
-16% -$38K ﹤0.01% 2319
2014
Q4 		$220K Buy
+7,750
New +$210K ﹤0.01% 2774
2014
Q3 		– Sell
-29,330
Closed -$853K – 4074
2014
Q2 		$853K Buy
+29,330
New +$775K 0.01% 1345
2013
Q4 		– Sell
-22,190
Closed -$409K – 4274
2013
Q3 		$409K Buy
+22,190
New +$383K 0.01% 2249

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return