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Ground Swell Capital’s U-Haul Holding Co UHAL Stock Holding History

Ground Swell Capital’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 		$27K Buy
+1,030
New +$28.5K 0.05% 409

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

Ground Swell Capital's UHAL Position: Q3 2014 in Review

Ground Swell Capital opened a new position in U-Haul Holding Co (UHAL) in Q3 2014: 1,030 shares worth $27K. The stake represents 0.05% of the portfolio and ranks #409 among its holdings.

163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • Ground Swell Capital held 1,030 shares of U-Haul Holding Co worth $27K as of Q3 2014.
  • U-Haul Holding Co was a new Ground Swell Capital position in Q3 2014.
  • U-Haul Holding Co made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #409 holding.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.