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Ada Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Ada Investment Management’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
Q4 		$452K Buy
11,610
+1,020
+10% +$41.2K 0.3% 89
2015
Q3 		$418K Buy
+10,590
New +$385K 0.21% 160

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Ada Investment Management's UHAL Position: Q4 2015 in Review

Ada Investment Management increased its U-Haul Holding Co (UHAL) stake by 9.6% in Q4 2015, buying an estimated $41.2K and bringing the position to 11,610 shares worth $452K. The position accounts for 0.3% of the portfolio, ranked #89.

Ada Investment Management first reported a position in UHAL in Q3 2015 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

  • Ada Investment Management held 11,610 shares of U-Haul Holding Co worth $452K as of Q4 2015.
  • Ada Investment Management bought 1,020 U-Haul Holding Co shares in Q4 2015, an estimated $41.2K.
  • U-Haul Holding Co made up 0.3% of Ada Investment Management's portfolio in Q4 2015, its #89 holding.
  • Ada Investment Management first reported a position in U-Haul Holding Co in Q3 2015 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.