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

Detwiler Fenton 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 Q2	$700K	Sell	21,410 -87,240	-80%	-$2.85M	2.25%	13
2015 Q1	$3.59M	Sell	108,650 -7,440	-6%	-$230K	3.78%	12
2014 Q4	$3.3M	Sell	116,090 -4,740	-4%	-$128K	3.73%	11
2014 Q3	$3.16M	Buy	120,830 +820	+0.7%	+$22.7K	3.02%	15
2014 Q2	$3.49M	Buy	+120,010	New	+$3.17M	2.82%	9

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Detwiler Fenton Investment Management's UHAL Position: Q2 2015 in Review

Detwiler Fenton Investment Management reduced its U-Haul Holding Co (UHAL) stake by 80% in Q2 2015, selling an estimated $2.85M and leaving 21,410 shares worth $700K. The position accounts for 2.25% of the portfolio, ranked #13.

Detwiler Fenton Investment Management first reported a position in UHAL in Q2 2014 and has held it in 5 quarters since. The position peaked at $3.59M in Q1 2015. 167 funds tracked by Wall St. Rank hold UHAL as of Q2 2015.

Detwiler Fenton Investment Management held 21,410 shares of U-Haul Holding Co worth $700K as of Q2 2015.
Detwiler Fenton Investment Management sold 87,240 U-Haul Holding Co shares in Q2 2015, an estimated $2.85M.
U-Haul Holding Co made up 2.25% of Detwiler Fenton Investment Management's portfolio in Q2 2015, its #13 holding.
Detwiler Fenton Investment Management first reported a position in U-Haul Holding Co in Q2 2014 and has held it in 5 quarters since.
Detwiler Fenton Investment Management's U-Haul Holding Co position peaked at $3.59M in Q1 2015.
167 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2015, filed 29 Jul 2015.