HTA
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Haber Trilix Advisors’s U-Haul Holding Co UHAL Stock Holding History

Haber Trilix 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
2013
Q2 		$146K Buy
+9,000
New +$149K 0.02% 140

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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Haber Trilix Advisors's UHAL Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in U-Haul Holding Co (UHAL) in Q2 2013: 9,000 shares worth $146K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings.

147 funds tracked by Wall St. Rank hold UHAL as of Q2 2013.

  • Haber Trilix Advisors held 9,000 shares of U-Haul Holding Co worth $146K as of Q2 2013.
  • U-Haul Holding Co was a new Haber Trilix Advisors position in Q2 2013.
  • U-Haul Holding Co made up 0.02% of Haber Trilix Advisors's portfolio in Q2 2013, its #140 holding.
  • 147 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.