HWG Holdings’s U-Haul Holding Co UHAL Stock Holding History

HWG Holdings’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	-48,370	Closed	-$1.41M	–	48
2014 Q2	$1.41M	Buy	+48,370	New	+$1.28M	1.07%	29

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bruce & Co Chicago, Illinois $350M AUM 33.5% 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 16.07% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

HWG Holdings's UHAL Position: Q3 2014 in Review

HWG Holdings sold out of U-Haul Holding Co (UHAL) in Q3 2014, closing a stake of 48,370 shares — an estimated $1.41M sold.

HWG Holdings first reported a position in UHAL in Q2 2014 and held it in 1 quarter. The position peaked at $1.41M in Q2 2014. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

HWG Holdings reported no remaining U-Haul Holding Co position as of Q3 2014 after selling out during the quarter.
HWG Holdings sold 48,370 U-Haul Holding Co shares in Q3 2014, an estimated $1.41M.
HWG Holdings first reported a position in U-Haul Holding Co in Q2 2014 and held it in 1 quarter.
HWG Holdings's U-Haul Holding Co position peaked at $1.41M in Q2 2014.
163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on HWG Holdings's 13F filing for Q3 2014, filed 31 Oct 2014.