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Algert Global’s U-Haul Holding Co UHAL Stock Holding History

Algert Global’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
2014
Q2 		– Sell
-16,300
Closed -$378K – 347
2014
Q1 		$378K Sell
16,300
-1,900
-10% -$43.9K 0.15% 205
2013
Q4 		$433K Hold
18,200
– – 0.12% 238
2013
Q3 		$335K Sell
18,200
-3,200
-15% -$55.2K 0.1% 254
2013
Q2 		$346K Buy
+21,400
New +$355K 0.11% 221

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
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Algert Global's UHAL Position: Q2 2014 in Review

Algert Global sold out of U-Haul Holding Co (UHAL) in Q2 2014, closing a stake of 16,300 shares — an estimated $378K sold.

Algert Global first reported a position in UHAL in Q2 2013 and held it in 4 quarters. The position peaked at $433K in Q4 2013. 166 funds tracked by Wall St. Rank hold UHAL as of Q2 2014.

  • Algert Global reported no remaining U-Haul Holding Co position as of Q2 2014 after selling out during the quarter.
  • Algert Global sold 16,300 U-Haul Holding Co shares in Q2 2014, an estimated $378K.
  • Algert Global first reported a position in U-Haul Holding Co in Q2 2013 and held it in 4 quarters.
  • Algert Global's U-Haul Holding Co position peaked at $433K in Q4 2013.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2014.

Based on Algert Global's 13F filing for Q2 2014, filed 11 Aug 2014.