ICC Capital Management’s U-Haul Holding Co UHAL Stock Holding History

ICC Capital 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 Q1	$2.71M	Sell	82,160 -2,150	-3%	-$66.5K	0.36%	106
2014 Q4	$2.4M	Sell	84,310 -2,350	-3%	-$63.7K	0.31%	119
2014 Q3	$2.27M	Buy	86,660 +6,400	+8%	+$177K	0.27%	132
2014 Q2	$2.33M	Buy	80,260 +3,600	+5%	+$95.1K	0.24%	127
2014 Q1	$1.78M	Buy	76,660 +3,500	+5%	+$80.9K	0.16%	137
2013 Q4	$1.74M	Buy	+73,160	New	+$1.57M	0.14%	137

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 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 16.07% 1-Year Est. Return

JIR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICC Capital Management's UHAL Position: Q1 2015 in Review

ICC Capital Management reduced its U-Haul Holding Co (UHAL) stake by 2.6% in Q1 2015, selling an estimated $66.5K and leaving 82,160 shares worth $2.71M. The position accounts for 0.36% of the portfolio, ranked #106.

ICC Capital Management first reported a position in UHAL in Q4 2013 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

ICC Capital Management held 82,160 shares of U-Haul Holding Co worth $2.71M as of Q1 2015.
ICC Capital Management sold 2,150 U-Haul Holding Co shares in Q1 2015, an estimated $66.5K.
U-Haul Holding Co made up 0.36% of ICC Capital Management's portfolio in Q1 2015, its #106 holding.
ICC Capital Management first reported a position in U-Haul Holding Co in Q4 2013 and has held it in 6 quarters since.
166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on ICC Capital Management's 13F filing for Q1 2015, filed 13 May 2015.