BCM
UHAL icon

Bridgeway Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Bridgeway Capital 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
2014
Q3 		– Sell
-171,000
Closed -$4.97M – 1525
2014
Q2 		$4.97M Hold
171,000
– – 0.13% 190
2014
Q1 		$3.97M Hold
171,000
– – 0.11% 220
2013
Q4 		$4.07M Hold
171,000
– – 0.12% 171
2013
Q3 		$3.15M Buy
171,000
+50,000
+41% +$863K 0.11% 203
2013
Q2 		$1.96M Buy
+121,000
New +$2.01M 0.08% 346

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Bridgeway Capital Management's UHAL Position: Q3 2014 in Review

Bridgeway Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2014, closing a stake of 171,000 shares — an estimated $4.97M sold.

Bridgeway Capital Management first reported a position in UHAL in Q2 2013 and held it in 5 quarters. The position peaked at $4.97M in Q2 2014. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • Bridgeway Capital Management reported no remaining U-Haul Holding Co position as of Q3 2014 after selling out during the quarter.
  • Bridgeway Capital Management sold 171,000 U-Haul Holding Co shares in Q3 2014, an estimated $4.97M.
  • Bridgeway Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 5 quarters.
  • Bridgeway Capital Management's U-Haul Holding Co position peaked at $4.97M in Q2 2014.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on Bridgeway Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.