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David A. Lorber’s U-Haul Holding Co UHAL Stock Holding History

David A. Lorber’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
2016
Q2 		– Sell
-6,800
Closed -$243K – 38
2016
Q1 		$243K Sell
6,800
-5,680
-46% -$198K 1.46% 17
2015
Q4 		$486K Sell
12,480
-15,510
-55% -$627K 2.38% 11
2015
Q3 		$1.1M Sell
27,990
-16,130
-37% -$586K 4.22% 8
2015
Q2 		$1.44M Buy
44,120
+160
+0.4% +$5.23K 3.97% 8
2015
Q1 		$1.45M Sell
43,960
-1,830
-4% -$56.6K 4.21% 6
2014
Q4 		$1.3M Buy
45,790
+1,750
+4% +$47.4K 3.89% 8
2014
Q3 		$1.15M Buy
44,040
+8,810
+25% +$244K 2.3% 13
2014
Q2 		$1.02M Sell
35,230
-17,390
-33% -$460K 1.97% 14
2014
Q1 		$1.22M Buy
52,620
+4,200
+9% +$97.1K 2.24% 11
2013
Q4 		$1.22M Sell
48,420
-23,860
-33% -$513K 3.38% 13
2013
Q3 		$1.33M Buy
72,280
+23,870
+49% +$412K 2.44% 7
2013
Q2 		$784K Buy
+48,410
New +$804K 2.75% 8

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

David A. Lorber's UHAL Position: Q2 2016 in Review

David A. Lorber sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 6,800 shares — an estimated $243K sold.

David A. Lorber first reported a position in UHAL in Q2 2013 and held it in 12 quarters. The position peaked at $1.45M in Q1 2015. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • David A. Lorber reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • David A. Lorber sold 6,800 U-Haul Holding Co shares in Q2 2016, an estimated $243K.
  • David A. Lorber first reported a position in U-Haul Holding Co in Q2 2013 and held it in 12 quarters.
  • David A. Lorber's U-Haul Holding Co position peaked at $1.45M in Q1 2015.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on David A. Lorber's 13F filing for Q2 2016, filed 15 Aug 2016.