Xact Kapitalforvaltning’s U-Haul Holding Co UHAL Stock Holding History

Xact Kapitalforvaltning’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
2019 Q2	–	Sell	-19,000	Closed	-$706K	–	1472
2019 Q1	$706K	Sell	19,000 -6,840	-26%	-$249K	0.02%	718
2018 Q4	$848K	Hold	25,840	–	–	0.02%	607
2018 Q3	$922K	Sell	25,840 -1,110	-4%	-$41K	0.02%	618
2018 Q2	$960K	Sell	26,950 -18,000	-40%	-$626K	0.02%	590
2018 Q1	$1.55M	Buy	44,950 +11,310	+34%	+$402K	0.04%	460
2017 Q4	$1.27M	Buy	33,640 +8,070	+32%	+$302K	0.03%	502
2017 Q3	$959K	Hold	25,570	–	–	0.03%	514
2017 Q2	$936K	Sell	25,570 -3,260	-11%	-$118K	0.03%	515
2017 Q1	$1.1M	Buy	28,830 +4,090	+17%	+$154K	0.03%	494
2016 Q4	$914K	Sell	24,740 -1,980	-7%	-$67.9K	0.03%	510
2016 Q3	$866K	Buy	+26,720	New	+$954K	0.03%	509

Other funds holding UHAL

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

ACM

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Xact Kapitalforvaltning's UHAL Position: Q2 2019 in Review

Xact Kapitalforvaltning sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 19,000 shares — an estimated $706K sold.

Xact Kapitalforvaltning first reported a position in UHAL in Q3 2016 and held it in 11 quarters. The position peaked at $1.55M in Q1 2018. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

Xact Kapitalforvaltning reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
Xact Kapitalforvaltning sold 19,000 U-Haul Holding Co shares in Q2 2019, an estimated $706K.
Xact Kapitalforvaltning first reported a position in U-Haul Holding Co in Q3 2016 and held it in 11 quarters.
Xact Kapitalforvaltning's U-Haul Holding Co position peaked at $1.55M in Q1 2018.
232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Xact Kapitalforvaltning's 13F filing for Q2 2019, filed 12 Jul 2019.