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Apis Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Apis Capital 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
Q3 		$11.3M Buy
286,600
+23,900
+9% +$869K 15.6% 1
2015
Q2 		$8.59M Buy
262,700
+18,400
+8% +$601K 9.64% 2
2015
Q1 		$7.98M Buy
244,300
+21,600
+10% +$668K 10.91% 2
2014
Q4 		$6.33M Buy
+222,700
New +$6.04M 7.04% 5

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Apis Capital Advisors's UHAL Position: Q3 2015 in Review

Apis Capital Advisors increased its U-Haul Holding Co (UHAL) stake by 9.1% in Q3 2015, buying an estimated $869K and bringing the position to 286,600 shares worth $11.3M. The position accounts for 15.6% of the portfolio, ranked #1.

Apis Capital Advisors first reported a position in UHAL in Q4 2014 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold UHAL as of Q3 2015.

  • Apis Capital Advisors held 286,600 shares of U-Haul Holding Co worth $11.3M as of Q3 2015.
  • Apis Capital Advisors bought 23,900 U-Haul Holding Co shares in Q3 2015, an estimated $869K.
  • U-Haul Holding Co made up 15.6% of Apis Capital Advisors's portfolio in Q3 2015, its #1 holding.
  • Apis Capital Advisors first reported a position in U-Haul Holding Co in Q4 2014 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2015.

Based on Apis Capital Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.